Purchases and Sales Made in Q4 2024 in First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR FD II NASDAQ CYBERSEC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
949+ 11.76% |
$55.4K - $63.6K
|
9.02K
$625K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
859+ 1.06% |
$50.2K - $57.6K
|
81.6K
$5.66M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
857New |
$50K - $57.5K
|
857
$59.4K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
710+ 7.56% |
$41.5K - $47.6K
|
10.1K
$700K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
706+ 18.53% |
$41.2K - $47.3K
|
4.52K
$313K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
705+ 8.78% |
$41.2K - $47.3K
|
8.73K
$605K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
671New |
$39.2K - $45K
|
671
$46.5K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
630+ 48.02% |
$36.8K - $42.2K
|
1.94K
$135K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
604+ 4.07% |
$35.3K - $40.5K
|
15.5K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
585+ 0.95% |
$34.2K - $39.2K
|
62.4K
$4.32M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
575New |
$33.6K - $38.5K
|
575
$39.9K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
520+ 13.02% |
$30.4K - $34.9K
|
4.51K
$313K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
519New |
$30.3K - $34.8K
|
519
$36K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
483+ 4.31% |
$28.2K - $32.4K
|
11.7K
$810K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
438+ 2.79% |
$25.6K - $29.4K
|
16.2K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
434New |
$25.3K - $29.1K
|
434
$30.1K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
409+ 6.33% |
$23.9K - $27.4K
|
6.87K
$476K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
406New |
$23.7K - $27.2K
|
406
$28.1K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
400New |
$23.4K - $26.8K
|
400
$27.7K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
397+ 3.92% |
$23.2K - $26.6K
|
10.5K
$730K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
390+ 1.25% |
$22.8K - $26.1K
|
31.6K
$2.19M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
380+ 2.45% |
$22.2K - $25.5K
|
15.9K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
365+ 4.45% |
$21.3K - $24.5K
|
8.56K
$594K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
357+ 0.95% |
$20.8K - $23.9K
|
37.9K
$2.63M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
342+ 9.19% |
$20K - $22.9K
|
4.06K
$282K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
308+ 133.33% |
$18K - $20.6K
|
539
$37.4K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
308+ 0.32% |
$18K - $20.6K
|
95.9K
$6.65M
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
304+ 1.84% |
$17.8K - $20.4K
|
16.8K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
290+ 6.22% |
$16.9K - $19.4K
|
4.95K
$343K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
275+ 1.69% |
$16.1K - $18.4K
|
16.6K
$1.15M
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
271+ 4.79% |
$15.8K - $18.2K
|
5.93K
$411K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
257+ 1.11% |
$15K - $17.2K
|
23.3K
$1.62M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
257+ 0.85% |
$15K - $17.2K
|
30.3K
$2.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 0.45% |
$14.6K - $16.8K
|
56.3K
$3.9M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
238New |
$13.9K - $16K
|
238
$16.5K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
237+ 3.89% |
$13.8K - $15.9K
|
6.33K
$439K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
193+ 1.25% |
$11.3K - $12.9K
|
15.6K
$1.08M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
192New |
$11.2K - $12.9K
|
192
$13.3K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
191+ 5.11% |
$11.2K - $12.8K
|
3.93K
$272K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
177+ 6.99% |
$10.3K - $11.9K
|
2.71K
$188K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
152+ 1.24% |
$8.88K - $10.2K
|
12.4K
$858K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
140+ 3.69% |
$8.17K - $9.39K
|
3.94K
$273K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140New |
$8.17K - $9.39K
|
140
$9.7K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
132+ 0.6% |
$7.71K - $8.85K
|
22.2K
$1.54M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121New |
$7.07K - $8.11K
|
121
$8.39K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
90New |
$5.26K - $6.03K
|
90
$6.24K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
77+ 2.04% |
$4.5K - $5.16K
|
3.86K
$267K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 1.06% |
$3.91K - $4.49K
|
6.4K
$443K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 4.84% |
$3.5K - $4.02K
|
1.3K
$90K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60New |
$3.5K - $4.02K
|
60
$4.16K
|