FIRST TR EXCHANGE TRADED FD (CIBR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$27.9M

Reported value

0.0%

Calls

0.0%

Puts

-808

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Silverleafe Capital Partners, LLC	$4.1M	39,332	1.15%	11q	+876.0%+$3.6M
Green Ridge Wealth Planning LLC	$3.8M	36,771	1.52%	new	NEW
Prism Advisors, Inc.	$3.3M	30,761	0.82%	new	NEW
Farther Finance Advisors, LLC	$2.0M	19,615	0.01%	16q	+8.1%+$151.5K
Wisconsin Wealth Advisors, LLC	$1.5M	14,387	1.25%	8q	-9.5%-$156.4K
Valeo Financial Advisors, LLC	$1.4M	13,114	0.03%	7q	HELD
CoreCap Advisors, LLC	$1.2M	11,254	0.03%	19q	-11.9%-$157.2K
Mirador Capital Partners LP	$1.1M	10,875	0.13%	30q	HELD
GoalVest Advisory LLC	$1.0M	46,921	0.18%	2q	+472.3%+$835.2K
Kaizen Financial Strategies	$865.0K	8,391	0.34%	12q	HELD
Castleview Partners, LLC	$827.5K	8,027	0.36%	20q	+3.7%+$29.3K
Wedmont Private Capital	$719.4K	6,774	0.02%	7q	+73.7%+$305.2K
TITLEIST ASSET MANAGEMENT, LLC	$707.0K	6,858	0.05%	4q	+3.4%+$23.2K
TrueWealth Advisors, LLC	$700.0K	6,791	0.16%	9q	HELD
CHAPIN DAVIS, INC.	$448.3K	4,348	0.09%	12q	HELD
Sound Income Strategies, LLC	$419.0K	3,945	0.02%	6q	HELD
Venture Visionary Partners LLC	$374.2K	3,629	0.01%	2q	+20.0%+$62.5K
RHODES INVESTMENT ADVISORS INC /ADV	$335.6K	3,255	0.24%	new	NEW
Avidian Wealth Enterprises, LLC	$331.0K	3,211	0.01%	2q	+1.6%+$5.3K
Towneley Capital Management, Inc / DE	$309.3K	3,000	0.06%	2q	HELD
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$307.8K	2,985	0.20%	2q	-1.1%-$3.5K
Williams & Novak Wealth Management, LLC	$297.8K	2,889	0.18%	new	NEW
Apella Capital, LLC	$282.4K	2,650	0.00%	2q	+1.5%+$4.3K
Castle Rock Wealth Management, LLC	$215.5K	1,993	0.04%	new	NEW
FELL CAPITAL MANAGEMENT /ADV	$215.5K	2,090	0.19%	new	NEW
First Heartland Consultants, Inc.	$209.7K	2,034	0.01%	new	NEW
Post Resch Tallon Group Inc.	$201.0K	1,950	0.14%	new	NEW
GK Wealth Management LLC	$185.8K	1,802	0.10%	2q	-58.3%-$259.9K
GILPIN WEALTH MANAGEMENT, LLC	$132.6K	1,286	0.09%	4q	+16.5%+$18.8K
Bangor Savings Bank	$113.4K	1,100	0.01%	17q	HELD
Acropolis Investment Management, LLC	$103.1K	1,000	0.00%	new	NEW
Noble Wealth Management PBC	$95.4K	925	0.04%	7q	HELD
EASTERN BANK	$67.2K	652	0.00%	9q	HELD
ARMSTRONG ADVISORY GROUP, INC	$55.9K	542	0.00%	10q	HELD
GAMMA Investing LLC	$53.2K	516	0.00%	7q	+1811.1%+$50.4K
Roxbury Financial LLC	$51.0K	495	0.04%	8q	HELD
Versant Capital Management, Inc	$20.6K	200	0.00%	12q	HELD
Trust Co	$9.5K	92	0.00%	11q	HELD
Ayalon Insurance Comp Ltd.	$9.4K	91,350	0.78%	3q	+458.7%+$7.7K
CX Institutional	$8.2K	79,411	0.22%	32q	-0.7%
Rosenberg Matthew Hamilton	$8.1K	79	0.00%	8q	HELD
NEVILLE RODIE & SHAW INC	$5.8K	56,725	0.40%	11q	+4.1%
Pacifica Partners Inc.	$5.2K	50	0.00%	23q	HELD
Rye Brook Capital LLC	$979	9,500	0.63%	21q	+18.8%
Polaris Financial Partners	$65	625	0.03%	new	FIRST

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q3 2026	40	$27.9M	306,589	9	11	4	0.0%
Q2 2026	848	$8.2B	90,047,999	153	286	246	0.9%
Q1 2026	744	$5.7B	89,846,097	61	296	219	0.6%
Q4 2025	788	$6.1B	85,012,500	69	332	159	0.2%
Q3 2025	722	$6.2B	80,719,882	58	313	157	0.8%
Q2 2025	718	$5.5B	71,919,562	127	274	154	1.0%
Q1 2025	623	$4.1B	65,142,216	69	249	141	0.9%
Q4 2024	607	$3.8B	59,293,665	52	224	142	0.5%
Q3 2024	549	$3.4B	56,434,253	51	194	158	0.5%
Q2 2024	536	$3.4B	59,642,299	63	188	143	0.5%
Q1 2024	522	$4.7B	82,515,249	78	214	121	0.8%
Q4 2023	489	$3.6B	66,855,332	69	136	147	0.9%
Q3 2023	434	$2.5B	54,431,192	44	130	148	0.5%
Q2 2023	414	$2.5B	54,205,203	32	120	161	0.5%
Q1 2023	416	$2.4B	55,024,976	48	112	160	0.4%
Q4 2022	398	$2.3B	57,969,096	31	100	162	0.4%
Q3 2022	387	$2.4B	61,132,587	42	143	115	0.3%
Q2 2022	385	$2.5B	61,305,799	36	155	111	0.5%
Q1 2022	426	$3.3B	60,248,169	74	195	83	2.2%
Q4 2021	401	$2.9B	53,653,130	62	169	58	2.1%
Q3 2021	326	$2.3B	47,111,836	57	151	47	0.9%
Q2 2021	303	$1.9B	41,274,528	52	137	52	0.3%
Q1 2021	263	$1.7B	39,398,307	43	120	50	0.4%
Q4 2020	235	$1.5B	34,435,332	45	109	31	0.5%
Q3 2020	191	$1.0B	29,878,002	22	100	32	0.1%
Q2 2020	184	$901.3M	27,223,255	46	92	15	0.1%
Q1 2020	152	$552.5M	21,299,809	27	67	32	0.0%
Q4 2019	147	$522.5M	17,360,875	21	59	26	0.0%
Q3 2019	124	$421.5M	15,199,516	17	59	15	0.0%
Q2 2019	121	$380.4M	13,256,932	29	53	18	0.1%
Q1 2019	112	$318.3M	11,289,411	22	31	26	0.0%
Q4 2018	99	$268.3M	11,445,248	1	2	4	0.1%