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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
   PRUDENTIAL CORP PLC 8 - 2023-12-31 2,732,301 $147,107,000 172,069
   CITIGROUP INC 104 - 2023-12-31 2,722,866 $146,599,000 -10,484
   LPL FINANCIAL CORP 203 - 2023-12-31 2,695,237 $145,112,000 106,250
   ROYAL BANK OF CANADA 436 - 2023-12-31 2,096,288 $112,865,000 51,079
   WELLS FARGO & CO/MN 459 - 2023-12-31 1,753,636 $94,416,000 196,272
   J P MORGAN CHASE & CO 1079 - 2023-12-31 955,225 $51,429,000 398,894
   Advisor Group Holdings Inc. 227 - 2023-12-31 864,392 $46,546,000 41,203
   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
   COMMONWEALTH EQUITY SERVICES LLC. 269 - 2023-12-31 702,872 $37,843,000 17,467
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 321 - 2024-03-31 657,967 $37,103,000 -35,320
   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 145 - 2023-12-31 316,765 $17,055,000 2,925
   BANK HAPOALIM BM - 2023-12-31 294,538 $15,858,000 -7,380
   PINNACLE ASSOCIATES LTD 108 - 2024-03-31 269,681 $15,207,000 5,224
   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
   Sargent Investment Group LLC 4 - 2023-12-31 240,301 $12,938,000 -6,515
   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
   DAVIDSON D A & CO 144 - 2023-12-31 216,925 $11,679,000 113,607
   BSC PRIVATE WEALTH MANAGEMENT LLC 21 - 2023-12-31 214,123 $11,528,000 -9,769
   KESTRA PRIVATE WEALTH SERVICES LLC 87 - 2023-12-31 208,801 $11,242,000 132,888
   JAFFETILCHIN INVESTMENT PARTNERS LLC 21 - 2023-12-31 203,731 $10,969,000 9,191
   JANNEY MONTGOMERY SCOTT LLC 483 - 2023-12-31 200,081 $10,772,000 3,238
   Price Capital Management Inc. *New 2023-12-31 196,550 $10,582,000 196,550
   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
   Florin Court Capital LLP 4 - 2023-12-31 163,500 $8,803,000 -44,500
   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
   FDX ADVISORS, INC. 33 - 2023-12-31 154,066 $8,295,000 -14,827
   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
   PNC FINANCIAL SERVICES GROUP INC 542 - 2023-12-31 146,293 $7,876,000 146
   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
   H D Vest Advisory Services 212 - 2023-12-31 134,646 $7,249,000 23,840
   APPLETON PARTNERS INC/MA 60 - 2024-03-31 126,810 $7,151,000 2,604
   BENJAMIN F. EDWARDS & COMPANY INC. 163 - 2023-12-31 130,567 $7,030,000 -12,556
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 915 - 2023-12-31 127,417 $6,860,000 60,558
   Rockefeller Capital Management L.P. 559 - 2023-12-31 125,938 $6,781,000 5,546
   U.S. Capital Wealth Advisors LLC 91 - 2023-12-31 125,357 $6,749,000 -2,948
   Goss Wealth Management LLC 280 - 2023-12-31 119,773 $6,679,000 -105,006
   HIGHTOWER ADVISORS, LLC 849 - 2023-12-31 120,825 $6,512,000 51,777
   IAM Advisory LLC 12 - 2024-03-31 113,734 $6,413,000 -2,111
   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
   Mutual Advisors LLC 109 - 2023-12-31 107,411 $5,783,000 -823
   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
   OPPENHEIMER & CO INC 233 - 2023-12-31 100,113 $5,390,000 13,956
   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
   Avestar Capital LLC 33 - 2023-12-31 95,783 $5,157,000 -4,094
   Migdal Insurance & Financial Holdings Ltd. 84 - 2023-12-31 92,746 $5,003,000 -3,995
   Quaker Wealth Management LLC 16 - 2023-12-31 91,606 $4,932,000 -200
   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
   SFI Advisors LLC 5 - 2023-12-31 88,877 $4,785,000 69
   Pinnacle Wealth Management Advisory Group LLC 44 - 2023-12-31 88,871 $4,785,000 -296
   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
   Obsidian Personal Planning Solutions LLC 11 *New 2023-12-31 80,871 $4,354,000 80,871
   NTV ASSET MANAGEMENT LLC 39 - 2023-12-31 79,555 $4,283,000 -200
   RFG Advisory Group LLC 121 - 2024-03-31 75,204 $4,241,000 8,374
   LFA - Lugano Financial Advisors SA - 2023-12-31 78,557 $4,230,000 -4,854
   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
   Crown Wealth Group LLC - 2023-12-31 75,076 $4,042,000 33,686
   SUMITOMO MITSUI FINANCIAL GROUP INC. 60 - 2023-12-31 72,683 $3,913,000 20,922
   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
   J.W. COLE ADVISORS INC. 106 - 2023-12-31 70,281 $3,784,000 836
   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
   Concentrum Wealth Management 13 - 2023-12-31 66,556 $3,583,000 -31,297
   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
   COMERICA BANK 876 - 2023-12-31 64,787 $3,488,000 -321

  100 Records found
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