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Avantax Advisory Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Avantax Advisory 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
2025
Q2 		$8.54M Buy
112,936
+15,460
+16% +$1.06M 0.05% 311
2025
Q1 		$6.14M Buy
97,476
+1,101
+1% +$73.1K 0.04% 356
2024
Q4 		$6.12M Sell
96,375
-1,077
-1% -$67.6K 0.04% 341
2024
Q3 		$5.77M Sell
97,452
-19,953
-17% -$1.14M 0.04% 353
2024
Q2 		$6.62M Sell
117,405
-25,314
-18% -$1.39M 0.05% 294
2024
Q1 		$8.05M Buy
142,719
+8,073
+6% +$454K 0.07% 215
2023
Q4 		$7.25M Buy
134,646
+23,840
+22% +$1.15M 0.07% 212
2023
Q3 		$5.03M Sell
110,806
-7,795
-7% -$357K 0.06% 255
2023
Q2 		$5.39M Sell
118,601
-5,474
-4% -$232K 0.06% 239
2023
Q1 		$5.3M Sell
124,075
-1,424
-1% -$57.9K 0.07% 236
2022
Q4 		$4.86M Sell
125,499
-1,848
-1% -$73.3K 0.06% 232
2022
Q3 		$4.9M Buy
127,347
+11,011
+9% +$468K 0.08% 201
2022
Q2 		$4.68M Buy
116,336
+10,349
+10% +$463K 0.07% 208
2022
Q1 		$5.63M Buy
105,987
+6,688
+7% +$327K 0.08% 183
2021
Q4 		$5.24M Buy
99,299
+11,028
+12% +$580K 0.08% 190
2021
Q3 		$4.3M Buy
88,271
+7,647
+9% +$378K 0.07% 200
2021
Q2 		$3.77M Buy
80,624
+43,950
+120% +$1.95M 0.07% 212
2021
Q1 		$1.53M Buy
36,674
+12,119
+49% +$530K 0.03% 345
2020
Q4 		$1.09M Buy
24,555
+1,048
+4% +$40K 0.03% 379
2020
Q3 		$819K Buy
23,507
+13,770
+141% +$480K 0.01% 600
2020
Q2 		$324K Buy
9,737
+276
+3% +$8.34K 0.01% 608
2020
Q1 		$239K Buy
+9,461
New +$277K 0.01% 662

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's CIBR Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 16% in Q2 2025, buying an estimated $1.06M and bringing the position to 112,936 shares worth $8.54M. The position accounts for 0.05% of the portfolio, ranked #311.

Avantax Advisory Services first reported a position in CIBR in Q1 2020 and has held it in 22 quarters since. 713 funds tracked by Wall St. Rank hold CIBR as of Q2 2025.

  • Avantax Advisory Services held 112,936 shares of First Trust NASDAQ Cybersecurity ETF worth $8.54M as of Q2 2025.
  • Avantax Advisory Services bought 15,460 First Trust NASDAQ Cybersecurity ETF shares in Q2 2025, an estimated $1.06M.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #311 holding.
  • Avantax Advisory Services first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2020 and has held it in 22 quarters since.
  • 713 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.