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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 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. 205 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.
205 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.