Latest Institutional Transactions on First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information on the latest institutional transactions involving First Tr Fd Ii Nasdaq Cybersec (CIBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
832+ 9.54% |
$42.7K - $49.2K
|
9.55K
$714K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.23KNew |
$320K - $368K
|
6.23K
$465K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.27% |
$668 - $769
|
4.8K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-816- 2.06% |
$41.9K - $48.3K
|
38.8K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 10.91% |
$154K - $178K
|
24.5K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 1.89% |
$58.8K - $67.7K
|
61.7K
$4.61M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
277New |
$14.2K - $16.4K
|
277
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
585New |
$30.1K - $34.6K
|
585
$43.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.72K+ 7.39% |
$140K - $161K
|
39.5K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
300+ 75.0% |
$15.4K - $17.8K
|
700
$52.3K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2KNew |
$61.8K - $71.2K
|
1.2K
$89.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.97% |
$51.4 - $59.2
|
104
$7.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16.7KNew |
$859K - $989K
|
16.7K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$57.6K - $66.3K
|
1.12K
$83.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9.08K+ 34.55% |
$466K - $537K
|
35.4K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
543+ 1.08% |
$27.9K - $32.1K
|
50.8K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
505+ 13.45% |
$25.9K - $29.9K
|
4.26K
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 16.21% |
$55.2K - $63.6K
|
7.71K
$576K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-500- 35.71% |
$25.7K - $29.6K
|
900
$67.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
143KNew |
$7.33M - $8.44M
|
143K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 59.73% |
$155K - $179K
|
8.08K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 58.82% |
$10.3K - $11.8K
|
540
$40.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$514 - $592
|
1.24K
$93K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-83- 0.41% |
$4.26K - $4.91K
|
20.4K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$1.85K - $2.13K
|
36
$2.69K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
92New |
$4.73K - $5.44K
|
92
$6.88K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.75KNew |
$244K - $281K
|
4.75K
$355K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
280+ 1.07% |
$14.4K - $16.6K
|
26.5K
$1.98M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
214New |
$11K - $12.7K
|
214
$16K
|
|
| Q4 2023 | |||||||
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
27.4KNew |
$1.2M - $1.49M
|
27.4K
$2.05M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
259KNew |
$11.3M - $14.1M
|
259K
$19.4M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.23K+ 522.13% |
$53.6K - $66.7K
|
1.46K
$109K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.54K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
241New |
$10.5K - $13.1K
|
241
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.15K- 95.83% |
$50.3K - $62.5K
|
50
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
41.4KNew |
$1.81M - $2.25M
|
41.4K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1KNew |
$43.7K - $54.4K
|
1K
$74.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
22.4KNew |
$981K - $1.22M
|
22.4K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Teca Partners, LP
Austin, TX |
BUY
|
PUT |
141KNew |
$6.16M - $7.67M
|
141K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.7 - $54.4
|
1
$74.7
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
4.16KNew |
$182K - $226K
|
4.16K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$211K - $263K
|
4.83K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.8K- 8.78% |
$648K - $806K
|
154K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.35KNew |
$59.2K - $73.6K
|
1.35K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
185New |
$8.09K - $10.1K
|
185
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
823New |
$36K - $44.8K
|
823
$61.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.09K- 35.28% |
$310K - $386K
|
13K
$972K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
201New |
$8.79K - $10.9K
|
201
$15K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
77+ 6.55% |
$3.37K - $4.19K
|
1.25K
$93.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$2.62K - $3.26K
|
60
$4.48K
|
|