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 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

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

Beacon Financial Advisory's CIBR Position: Q2 2026 in Review

Beacon Financial Advisory reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 16% in Q2 2026, selling an estimated $179K and leaving 12,640 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #123.

Beacon Financial Advisory first reported a position in CIBR in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.33M in Q3 2025. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Beacon Financial Advisory held 12,640 shares of First Trust NASDAQ Cybersecurity ETF worth $1.14M as of Q2 2026.
Beacon Financial Advisory sold 2,335 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $179K.
First Trust NASDAQ Cybersecurity ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q2 2026, its #123 holding.
Beacon Financial Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 15 quarters since.
Beacon Financial Advisory's First Trust NASDAQ Cybersecurity ETF position peaked at $1.33M in Q3 2025.
844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.