1 North Wealth Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

1 North Wealth Services’s Portfolio CIBR Stock Details CIBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.88M	Buy	62,508 +160	+0.3%	+$4.67K	1.16%	28
2019 Q3	$1.72M	Buy	+62,348	New	+$1.8M	1.15%	27
2019 Q1	$1.77M	Buy	63,138 +1,966	+3%	+$52.2K	1.25%	25
2018 Q4	$1.43M	Buy	+61,172	New	+$1.53M	1.2%	27

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1 North Wealth Services's CIBR Position: Q4 2019 in Review

1 North Wealth Services increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.26% in Q4 2019, buying an estimated $4.67K and bringing the position to 62,508 shares worth $1.88M. The position accounts for 1.16% of the portfolio, ranked #28.

1 North Wealth Services first reported a position in CIBR in Q4 2018 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CIBR as of Q4 2019.

1 North Wealth Services held 62,508 shares of First Trust NASDAQ Cybersecurity ETF worth $1.88M as of Q4 2019.
1 North Wealth Services bought 160 First Trust NASDAQ Cybersecurity ETF shares in Q4 2019, an estimated $4.67K.
First Trust NASDAQ Cybersecurity ETF made up 1.16% of 1 North Wealth Services's portfolio in Q4 2019, its #28 holding.
1 North Wealth Services first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2018 and has held it in 4 quarters since.
148 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.