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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
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

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 $71.6B AUM 21.08% 1-Year Est. Return

Caldwell Trust's CIBR Position: Q1 2026 in Review

Caldwell Trust reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 5.3% in Q1 2026, selling an estimated $23.1K and leaving 6,223 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #250.

Caldwell Trust first reported a position in CIBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $719K in Q1 2022. 745 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Caldwell Trust held 6,223 shares of First Trust NASDAQ Cybersecurity ETF worth $390K as of Q1 2026.
  • Caldwell Trust sold 345 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $23.1K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #250 holding.
  • Caldwell Trust first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 18 quarters since.
  • Caldwell Trust's First Trust NASDAQ Cybersecurity ETF position peaked at $719K in Q1 2022.
  • 745 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.