Access Financial Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Access Financial 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
2023 Q2	–	Sell	-15,782	Closed	-$675K	–	83
2023 Q1	$675K	Sell	15,782 -121	-0.8%	-$4.92K	0.41%	64
2022 Q4	$616K	Sell	15,903 -296	-2%	-$11.7K	0.38%	69
2022 Q3	$624K	Buy	16,199 +109	+0.7%	+$4.63K	0.4%	66
2022 Q2	$647K	Buy	16,090 +228	+1%	+$10.2K	0.37%	71
2022 Q1	$842K	Sell	15,862 -3,858	-20%	-$189K	0.4%	70
2021 Q4	$1.04M	Sell	19,720 -4,175	-17%	-$219K	0.47%	64
2021 Q3	$1.16M	Buy	23,895 +67	+0.3%	+$3.31K	0.53%	62
2021 Q2	$1.11M	Buy	+23,828	New	+$1.06M	0.52%	62

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Access Financial Services's CIBR Position: Q2 2023 in Review

Access Financial Services sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2023, closing a stake of 15,782 shares — an estimated $675K sold.

Access Financial Services first reported a position in CIBR in Q2 2021 and held it in 8 quarters. The position peaked at $1.16M in Q3 2021. 410 funds tracked by Wall St. Rank hold CIBR as of Q2 2023.

Access Financial Services reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2023 after selling out during the quarter.
Access Financial Services sold 15,782 First Trust NASDAQ Cybersecurity ETF shares in Q2 2023, an estimated $675K.
Access Financial Services first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2021 and held it in 8 quarters.
Access Financial Services's First Trust NASDAQ Cybersecurity ETF position peaked at $1.16M in Q3 2021.
410 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2023.

Based on Access Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.