BW
CIBR icon

Balance Wealth’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Balance Wealth’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 		$702K Sell
7,811
-245
-3% -$18.8K 0.19% 77
2026
Q1 		$505K Buy
8,056
+30
+0.4% +$2.01K 0.16% 87
2025
Q4 		$573K Buy
8,026
+253
+3% +$19K 0.18% 80
2025
Q3 		$591K Sell
7,773
-233
-3% -$17.2K 0.15% 80
2025
Q2 		$605K Buy
8,006
+111
+1% +$7.61K 0.35% 62
2025
Q1 		$497K Buy
+7,895
New +$524K 0.32% 66

Other funds holding CIBR

PA
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balance Wealth's CIBR Position: Q2 2026 in Review

Balance Wealth reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3% in Q2 2026, selling an estimated $18.8K and leaving 7,811 shares worth $702K. The position accounts for 0.19% of the portfolio, ranked #77.

Balance Wealth first reported a position in CIBR in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Balance Wealth held 7,811 shares of First Trust NASDAQ Cybersecurity ETF worth $702K as of Q2 2026.
  • Balance Wealth sold 245 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $18.8K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.19% of Balance Wealth's portfolio in Q2 2026, its #77 holding.
  • Balance Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2025 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.