Caldwell Trust
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Caldwell Trust’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Caldwell Trust’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 		$648K Buy
6,287
+297
+5% +$28.4K 0.05% 206
2026
Q2 		$538K Sell
5,990
-233
-4% -$17.9K 0.04% 227
2026
Q1 		$390K Sell
6,223
-345
-5% -$23.1K 0.03% 250
2025
Q4 		$469K Sell
6,568
-103
-2% -$7.72K 0.04% 237
2025
Q3 		$507K Hold
6,671
– – 0.05% 224
2025
Q2 		$504K Sell
6,671
-100
-1% -$6.86K 0.05% 221
2025
Q1 		$427K Sell
6,771
-298
-4% -$19.8K 0.05% 225
2024
Q4 		$449K Hold
7,069
– – 0.05% 225
2024
Q3 		$419K Sell
7,069
-1,391
-16% -$79.4K 0.04% 238
2024
Q2 		$477K Sell
8,460
-1,953
-19% -$107K 0.05% 216
2024
Q1 		$587K Sell
10,413
-500
-5% -$28.1K 0.07% 194
2023
Q4 		$588K Sell
10,913
-594
-5% -$28.7K 0.07% 190
2023
Q3 		$523K Buy
11,507
+82
+0.7% +$3.76K 0.07% 194
2023
Q2 		$519K Sell
11,425
-1,871
-14% -$79.3K 0.07% 199
2023
Q1 		$568K Sell
13,296
-320
-2% -$13K 0.08% 184
2022
Q4 		$527K Buy
13,616
+724
+6% +$28.7K 0.07% 192
2022
Q3 		$496K Sell
12,892
-600
-4% -$25.5K 0.07% 188
2022
Q2 		$543K Sell
13,492
-52
-0.4% -$2.33K 0.07% 181
2022
Q1 		$719K Buy
13,544
+4,351
+47% +$213K 0.09% 171
2021
Q4 		$485K Buy
+9,193
New +$483K 0.06% 211

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

Caldwell Trust's CIBR Position: Q3 2026 in Review

Caldwell Trust increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 5% in Q3 2026, buying an estimated $28.4K and bringing the position to 6,287 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #206.

Caldwell Trust first reported a position in CIBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $719K in Q1 2022. 554 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Caldwell Trust held 6,287 shares of First Trust NASDAQ Cybersecurity ETF worth $648K as of Q3 2026.
  • Caldwell Trust bought 297 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $28.4K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Caldwell Trust's portfolio in Q3 2026, its #206 holding.
  • Caldwell Trust first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 20 quarters since.
  • Caldwell Trust's First Trust NASDAQ Cybersecurity ETF position peaked at $719K in Q1 2022.
  • 554 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.