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Get Institutions for : 
First Trust Nasdaq Cea Cybersecurity (CIBR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 457    15
Total shares held : 
 55,405,887  
% of shares held : 
 85.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 2,034,377  
% of shares held change : 
   3.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 636,195
 1.15%
 
Increased Positions :
157
 2,667,800
 4.82%
 
Unchanged Positions :
89
 1,183,642
 2.14%
 
Decreased Positions :
157
-998,125
-1.8%
 
Closed Positions :
39
-271,493
-0.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 376 - 2023-12-31 9,906,983 $533,392,000 453,269
   BANK OF AMERICA CORP /DE/ 387 - 2023-12-31 6,856,213 $369,139,000 -135,640
   UBS Group AG 195 - 2023-12-31 4,804,894 $258,695,000 2,260
   LPL FINANCIAL CORP 185 - 2024-03-31 3,132,491 $176,641,000 437,254
   PRUDENTIAL CORP PLC 8 - 2023-12-31 2,732,301 $147,107,000 172,069
   WELLS FARGO & CO/MN 386 - 2024-03-31 2,328,316 $131,294,000 574,680
   ROYAL BANK OF CANADA 436 - 2023-12-31 2,096,288 $112,865,000 51,079
   J P MORGAN CHASE & CO 1069 - 2024-03-31 1,103,946 $62,252,000 148,721
   COMMONWEALTH EQUITY SERVICES LLC. 236 - 2024-03-31 861,135 $48,559,000 158,263
   AMERIPRISE FINANCIAL INC 854 - 2023-12-31 774,823 $41,641,000 35,524
   RAYMOND JAMES & ASSOCIATES 461 - 2024-03-31 735,748 $41,489,000 -19,950
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 321 - 2024-03-31 657,967 $37,103,000 -35,320
   CITIGROUP INC 489 - 2024-03-31 531,713 $29,983,000 -2,191,153
   Advisor Group Holdings Inc. 299 - 2024-03-31 527,048 $29,718,000 -337,344
   FIRST TRUST ADVISORS LP 620 - 2023-12-31 529,406 $28,498,000 5,778
   ENVESTNET ASSET MANAGEMENT INC 883 - 2023-12-31 493,060 $26,546,000 20,196
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 201 - 2024-03-31 441,211 $24,880,000 39,939
   STIFEL FINANCIAL CORP 434 - 2023-12-31 459,457 $24,741,000 -21,102
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 265 - 2023-09-30 475,436 $21,599,000 -39,471
   Kestra Advisory Services LLC 130 - 2023-12-31 347,480 $18,708,000 25,298
   Bulltick Wealth Management LLC 3 - 2023-12-31 341,867 $18,406,000 -9,390
   Private Advisor Group LLC 156 - 2024-03-31 302,936 $17,083,000 -13,829
   PINNACLE ASSOCIATES LTD 108 - 2024-03-31 269,681 $15,207,000 5,224
   JANNEY MONTGOMERY SCOTT LLC 404 - 2024-03-31 265,778 $14,987,000 65,697
   Bank Julius Baer & Co. Ltd Zurich 132 - 2023-12-31 259,239 $13,957,000 23,234
   CX Institutional 44 - 2024-03-31 239,478 $13,504,000 -14,800
   KESTRA PRIVATE WEALTH SERVICES LLC 77 - 2024-03-31 234,602 $13,229,000 25,801
   Sargent Investment Group LLC 5 - 2024-03-31 227,161 $12,810,000 -13,140
   MML INVESTORS SERVICES LLC 315 - 2023-12-31 236,856 $12,752,000 36,893
   American Financial Advisors LLC 19 - 2024-03-31 221,056 $12,465,000 -6,758
   BSC PRIVATE WEALTH MANAGEMENT LLC 21 - 2024-03-31 207,874 $11,722,000 -6,249
   DAVIDSON D A & CO 144 - 2023-12-31 216,925 $11,679,000 113,607
   JAFFETILCHIN INVESTMENT PARTNERS LLC 21 - 2023-12-31 203,731 $10,969,000 9,191
   RWM Asset Management LLC 18 - 2024-03-31 183,672 $10,357,000 -578
   BB&T CORP 609 - 2023-12-31 184,176 $9,916,000 40,108
   Procyon Private Wealth Partners LLC 31 - 2024-03-31 163,998 $9,248,000 -7,623
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 417 - 2023-12-31 167,706 $9,029,000 -1,759
   Sweet Financial Partners LLC 9 - 2024-03-31 157,945 $8,907,000 -19,409
   Joseph Group Capital Management 7 - 2023-12-31 158,983 $8,560,000 -342
   MULTIFINANCIAL SECURITIES CORP 168 - 2023-12-31 158,662 $8,542,000 -18,788
   FINANCIAL NETWORK 401 - 2023-12-31 154,360 $8,311,000 3,168
   H D Vest Advisory Services 214 - 2024-03-31 142,719 $8,048,000 8,073
   LEE JOHNSON CAPITAL MANAGEMENT LLC 5 *New 2024-03-31 142,697 $8,047,000 142,697
   Beacon Pointe Advisors LLC 188 - 2023-12-31 148,027 $7,970,000 86,423
   HIGHTOWER ADVISORS, LLC 793 - 2024-03-31 133,650 $7,545,000 12,825
   Spectrum Wealth Advisory Group LLC 3 - 2024-03-31 132,914 $7,496,000 -2,466
   Equitable Holdings Inc. 174 - 2023-12-31 138,158 $7,438,000 17,315
   APPLETON PARTNERS INC/MA 60 - 2024-03-31 126,810 $7,151,000 2,604
   BENJAMIN F. EDWARDS & COMPANY INC. 177 - 2024-03-31 125,649 $7,085,000 -4,918
   Rockefeller Capital Management L.P. 559 - 2023-12-31 125,938 $6,781,000 5,546
   Florin Court Capital LLP 4 - 2024-03-31 120,000 $6,767,000 -43,500
   U.S. Capital Wealth Advisors LLC 90 - 2024-03-31 118,948 $6,707,000 -6,409
   Goss Wealth Management LLC 280 - 2023-12-31 119,773 $6,679,000 -105,006
   PNC FINANCIAL SERVICES GROUP INC 588 - 2024-03-31 117,645 $6,634,000 -28,648
   Avestar Capital LLC 31 - 2024-03-31 117,095 $6,603,000 21,312
   IAM Advisory LLC 12 - 2024-03-31 113,734 $6,413,000 -2,111
   Mutual Advisors LLC 102 - 2024-03-31 109,705 $6,186,000 2,294
   EPG Wealth Management LLC 11 - 2023-12-31 106,338 $6,134,000 -3,468
   CWM LLC 381 - 2024-03-31 108,554 $6,121,000 7,558
   CREATIVE PLANNING 524 - 2023-12-31 109,268 $5,883,000 -4,483
   StoneCrest Wealth Management Inc. 5 - 2024-03-31 104,038 $5,867,000 2,096
   Silverleafe Capital Partners LLC 15 *New 2024-03-31 103,626 $5,843,000 103,626
   Hobart Private Capital LLC 18 *New 2024-03-31 102,860 $5,800,000 102,860
   OPPENHEIMER & CO INC 246 - 2024-03-31 102,487 $5,779,000 2,374
   TPG Financial Advisors LLC 14 - 2023-12-31 107,011 $5,613,000 1,605
   Global Assets Advisory LLC 80 - 2024-03-31 313,542 $5,586,000 313,542
   Pinnacle Wealth Management Advisory Group LLC 44 - 2024-03-31 92,579 $5,221,000 3,708
   AE Wealth Management LLC 570 - 2023-12-31 92,132 $5,197,000 -3,490
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 646 - 2024-03-31 91,678 $5,170,000 14,611
   BANK HAPOALIM BM 39 - 2024-03-31 89,359 $5,039,000 -205,179
   NTV ASSET MANAGEMENT LLC 36 - 2024-03-31 89,314 $5,036,000 9,759
   Cetera Investment Advisers 439 - 2023-12-31 91,421 $4,922,000 1,498
   Baird Financial Group Inc. 664 - 2023-12-31 89,946 $4,843,000 19,780
   Migdal Insurance & Financial Holdings Ltd. 91 - 2024-03-31 85,242 $4,807,000 -7,504
   SFI Advisors LLC 5 - 2023-12-31 88,877 $4,785,000 69
   Crown Wealth Group LLC 11 - 2024-03-31 83,739 $4,722,000 8,663
   Frisch Financial Group Inc. 17 - 2023-12-31 87,240 $4,697,000 2,024
   NATIONAL ASSET MANAGEMENT, INC. 177 - 2023-12-31 87,230 $4,696,000 -7,487
   Sigma Planning Corp 137 - 2024-03-31 82,263 $4,639,000 41,506
   Quaker Wealth Management LLC 18 - 2024-03-31 81,153 $4,576,000 -10,453
   Obsidian Personal Planning Solutions LLC 13 - 2024-03-31 83,204 $4,491,000 2,333
   LFA - Lugano Financial Advisors SA 5 - 2024-03-31 77,953 $4,396,000 -604
   RFG Advisory Group LLC 121 - 2024-03-31 75,204 $4,241,000 8,374
   Twin Peaks Wealth Advisors LLC 15 - 2024-03-31 74,174 $4,183,000 -4,156
   GRANITE INVESTMENT PARTNERS, LLC 165 - 2023-12-31 76,395 $4,113,000 0
   Concentrum Wealth Management 12 - 2024-03-31 72,053 $4,063,000 5,497
   SUMITOMO MITSUI FINANCIAL GROUP INC. 60 - 2023-12-31 72,683 $3,913,000 20,922
   J.W. COLE ADVISORS INC. 116 - 2024-03-31 68,640 $3,871,000 -1,641
   Vivid Wealth Management LLC 15 - 2024-03-31 68,204 $3,846,000 -349
   NBC SECURITIES INC. 47 - 2024-03-31 67,659 $3,815,000 30,535
   Prime Capital Investment Advisors LLC - 2023-12-31 70,076 $3,773,000 -458
   BECK CAPITAL MANAGEMENT LLC 28 - 2023-12-31 69,676 $3,751,000 31,808
   Stratos Wealth Partners LTD. 289 - 2024-03-31 66,385 $3,743,000 -13,261
   Robertson Stephens Wealth Management LLC 84 *New 2023-12-31 66,307 $3,570,000 66,307
   Strategic Blueprint LLC 92 - 2024-03-31 63,170 $3,562,000 318
   PROSPERA FINANCIAL SERVICES 199 - 2023-12-31 66,032 $3,555,000 19,111
   NORTHSTAR ASSET MANAGEMENT LLC 30 - 2024-03-31 62,445 $3,521,000 -3,525
   CLAUDIA M.P. BATLLE CRP (R) LLC 34 - 2024-03-31 62,035 $3,498,000 17,209
   COMERICA BANK 876 - 2023-12-31 64,787 $3,488,000 -321
   Feltz Wealth PLAN Inc. 87 - 2024-03-31 61,689 $3,479,000 1,144
  100 Records found
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