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Appleton Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Appleton Partners’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
2026
Q2 		$13.9M Sell
154,397
-9,098
-6% -$698K 0.85% 33
2026
Q1 		$10.2M Buy
163,495
+1,006
+0.6% +$67.5K 0.71% 43
2025
Q4 		$11.6M Sell
162,489
-630
-0.4% -$47.2K 0.76% 41
2025
Q3 		$12.4M Buy
163,119
+62
+0% +$4.58K 0.83% 36
2025
Q2 		$12.3M Buy
163,057
+15,129
+10% +$1.04M 0.87% 37
2025
Q1 		$9.32M Buy
147,928
+2,476
+2% +$164K 0.72% 48
2024
Q4 		$9.23M Buy
145,452
+6,575
+5% +$413K 0.68% 50
2024
Q3 		$8.23M Buy
138,877
+5,080
+4% +$290K 0.61% 60
2024
Q2 		$7.55M Buy
133,797
+6,987
+6% +$383K 0.58% 59
2024
Q1 		$7.15M Buy
126,810
+2,604
+2% +$146K 0.56% 60
2023
Q4 		$6.69M Buy
124,206
+850
+0.7% +$41.1K 0.54% 60
2023
Q3 		$5.6M Buy
123,356
+3,781
+3% +$173K 0.5% 64
2023
Q2 		$5.43M Buy
119,575
+17,516
+17% +$742K 0.46% 61
2023
Q1 		$4.36M Buy
102,059
+8,321
+9% +$338K 0.39% 69
2022
Q4 		$3.63M Buy
93,738
+4,705
+5% +$187K 0.34% 73
2022
Q3 		$3.43M Buy
89,033
+9,485
+12% +$403K 0.34% 76
2022
Q2 		$3.2M Buy
79,548
+2,700
+4% +$121K 0.3% 86
2022
Q1 		$4.08M Sell
76,848
-1,951
-2% -$95.5K 0.33% 80
2021
Q4 		$4.16M Buy
78,799
+7,250
+10% +$381K 0.31% 82
2021
Q3 		$3.49M Buy
71,549
+3,807
+6% +$188K 0.29% 88
2021
Q2 		$3.17M Buy
67,742
+1,152
+2% +$51.2K 0.27% 94
2021
Q1 		$2.79M Buy
66,590
+19,586
+42% +$857K 0.26% 93
2020
Q4 		$2.09M Buy
47,004
+12,492
+36% +$476K 0.21% 99
2020
Q3 		$1.2M Buy
34,512
+22,603
+190% +$788K 0.13% 126
2020
Q2 		$393K Buy
11,909
+2,994
+34% +$90.4K 0.05% 191
2020
Q1 		$230K Buy
+8,915
New +$261K 0.03% 238

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Appleton Partners's CIBR Position: Q2 2026 in Review

Appleton Partners reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 5.6% in Q2 2026, selling an estimated $698K and leaving 154,397 shares worth $13.9M. The position accounts for 0.85% of the portfolio, ranked #33.

Appleton Partners first reported a position in CIBR in Q1 2020 and has held it in 26 quarters since. 843 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Appleton Partners held 154,397 shares of First Trust NASDAQ Cybersecurity ETF worth $13.9M as of Q2 2026.
  • Appleton Partners sold 9,098 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $698K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.85% of Appleton Partners's portfolio in Q2 2026, its #33 holding.
  • Appleton Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2020 and has held it in 26 quarters since.
  • 843 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.