AFM
CIBR icon

Andesa Financial Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Andesa Financial Management’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
2022
Q3 		– Sell
-28,839
Closed -$1.16M – 153
2022
Q2 		$1.16M Buy
28,839
+6,315
+28% +$282K 0.73% 46
2022
Q1 		$1.2M Buy
+22,524
New +$1.1M 0.65% 48

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Andesa Financial Management's CIBR Position: Q3 2022 in Review

Andesa Financial Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2022, closing a stake of 28,839 shares — an estimated $1.16M sold.

Andesa Financial Management first reported a position in CIBR in Q1 2022 and held it in 2 quarters. The position peaked at $1.2M in Q1 2022. 389 funds tracked by Wall St. Rank hold CIBR as of Q3 2022.

  • Andesa Financial Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2022 after selling out during the quarter.
  • Andesa Financial Management sold 28,839 First Trust NASDAQ Cybersecurity ETF shares in Q3 2022, an estimated $1.16M.
  • Andesa Financial Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2022 and held it in 2 quarters.
  • Andesa Financial Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.2M in Q1 2022.
  • 389 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2022.

Based on Andesa Financial Management's 13F filing for Q3 2022, filed 4 Nov 2022.