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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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. 845 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.
845 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.