Beacon Financial Advisory
CIBR icon

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
Q3 		$1.31M Buy
12,680
+40
+0.3% +$3.83K 0.25% 94
2026
Q2 		$1.14M Sell
12,640
-2,335
-16% -$179K 0.22% 123
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Beacon Financial Advisory's CIBR Position: Q3 2026 in Review

Beacon Financial Advisory increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.32% in Q3 2026, buying an estimated $3.83K and bringing the position to 12,680 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #94.

Beacon Financial Advisory first reported a position in CIBR in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2025. 554 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Beacon Financial Advisory held 12,680 shares of First Trust NASDAQ Cybersecurity ETF worth $1.31M as of Q3 2026.
  • Beacon Financial Advisory bought 40 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $3.83K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.25% of Beacon Financial Advisory's portfolio in Q3 2026, its #94 holding.
  • Beacon Financial Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 16 quarters since.
  • Beacon Financial Advisory's First Trust NASDAQ Cybersecurity ETF position peaked at $1.33M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.