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

Bridge 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
2023 Q4	–	Sell	-4,833	Closed	-$220K	–	115
2023 Q3	$220K	Sell	4,833 -97	-2%	-$4.44K	0.08%	140
2023 Q2	$224K	Sell	4,930 -36	-0.7%	-$1.53K	0.08%	122
2023 Q1	$212K	Sell	4,966 -16,613	-77%	-$675K	0.08%	115
2022 Q4	$835K	Sell	21,579 -5,494	-20%	-$218K	0.35%	63
2022 Q3	$1.04M	Sell	27,073 -1,018	-4%	-$43.3K	0.51%	44
2022 Q2	$1.15M	Buy	28,091 +240	+0.9%	+$10.7K	0.55%	40
2022 Q1	$1.48M	Buy	27,851 +8,103	+41%	+$396K	0.65%	33
2021 Q4	$1.04M	Buy	19,748 +785	+4%	+$41.3K	0.47%	39
2021 Q3	$924K	Buy	18,963 +3,843	+25%	+$190K	0.46%	36
2021 Q2	$707K	Buy	15,120 +6,180	+69%	+$275K	0.36%	38
2021 Q1	$374K	Sell	8,940 -15,577	-64%	-$682K	0.23%	48
2020 Q4	$1.09M	Buy	+24,517	New	+$935K	0.51%	32

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bridge Advisory's CIBR Position: Q4 2023 in Review

Bridge Advisory sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 4,833 shares — an estimated $220K sold.

Bridge Advisory first reported a position in CIBR in Q4 2020 and held it in 12 quarters. The position peaked at $1.48M in Q1 2022. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Bridge Advisory reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 4,833 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $220K.
Bridge Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 12 quarters.
Bridge Advisory's First Trust NASDAQ Cybersecurity ETF position peaked at $1.48M in Q1 2022.
485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.