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Beacon Financial Advisory’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Beacon Financial Advisory’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
Q1 		$939K Sell
14,975
-3,040
-17% -$204K 0.21% 126
2025
Q4 		$1.29M Buy
18,015
+459
+3% +$34.4K 0.3% 82
2025
Q3 		$1.33M Buy
17,556
+927
+6% +$68.5K 0.31% 84
2025
Q2 		$1.26M Buy
16,629
+1,089
+7% +$74.7K 0.33% 80
2025
Q1 		$979K Sell
15,540
-359
-2% -$23.8K 0.3% 96
2024
Q4 		$1.01M Buy
15,899
+380
+2% +$23.8K 0.33% 84
2024
Q3 		$919K Buy
15,519
+2,445
+19% +$140K 0.31% 89
2024
Q2 		$738K Buy
13,074
+3,554
+37% +$195K 0.28% 108
2024
Q1 		$537K Buy
9,520
+2,099
+28% +$118K 0.26% 111
2023
Q4 		$400K Buy
+7,421
New +$359K 0.19% 145
2022
Q4 		– Sell
-7,561
Closed -$291K – 194
2022
Q3 		$291K Buy
7,561
+1,270
+20% +$54K 0.21% 144
2022
Q2 		$253K Buy
6,291
+736
+13% +$32.9K 0.14% 181
2022
Q1 		$295K Buy
5,555
+1,134
+26% +$55.5K 0.14% 179
2021
Q4 		$233K Buy
+4,421
New +$232K 0.11% 217

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Financial Advisory's CIBR Position: Q1 2026 in Review

Beacon Financial Advisory reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 17% in Q1 2026, selling an estimated $204K and leaving 14,975 shares worth $939K. The position accounts for 0.21% of the portfolio, ranked #126.

Beacon Financial Advisory first reported a position in CIBR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.33M in Q3 2025. 746 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Beacon Financial Advisory held 14,975 shares of First Trust NASDAQ Cybersecurity ETF worth $939K as of Q1 2026.
  • Beacon Financial Advisory sold 3,040 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $204K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.21% of Beacon Financial Advisory's portfolio in Q1 2026, its #126 holding.
  • Beacon Financial Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 14 quarters since.
  • Beacon Financial Advisory's First Trust NASDAQ Cybersecurity ETF position peaked at $1.33M in Q3 2025.
  • 746 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.