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Cambridge Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Cambridge Advisors’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
2024
Q3 		– Sell
-6,266
Closed -$354K – 171
2024
Q2 		$354K Sell
6,266
-873
-12% -$47.8K 0.08% 132
2024
Q1 		$403K Sell
7,139
-35
-0.5% -$1.97K 0.09% 130
2023
Q4 		$386K Sell
7,174
-1,443
-17% -$69.8K 0.1% 131
2023
Q3 		$391K Sell
8,617
-700
-8% -$32.1K 0.11% 123
2023
Q2 		$423K Sell
9,317
-960
-9% -$40.7K 0.11% 118
2023
Q1 		$439K Sell
10,277
-450
-4% -$18.3K 0.11% 123
2022
Q4 		$415K Sell
10,727
-1,730
-14% -$68.6K 0.11% 124
2022
Q3 		$480K Buy
12,457
+1,000
+9% +$42.5K 0.14% 116
2022
Q2 		$461K Buy
11,457
+372
+3% +$16.6K 0.13% 116
2022
Q1 		$589K Buy
11,085
+115
+1% +$5.63K 0.14% 111
2021
Q4 		$579K Buy
10,970
+1,876
+21% +$98.6K 0.13% 113
2021
Q3 		$443K Buy
9,094
+98
+1% +$4.84K 0.11% 128
2021
Q2 		$421K Buy
8,996
+940
+12% +$41.8K 0.1% 125
2021
Q1 		$337K Buy
8,056
+3,024
+60% +$132K 0.09% 138
2020
Q4 		$223K Buy
+5,032
New +$192K 0.06% 150

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Advisors's CIBR Position: Q3 2024 in Review

Cambridge Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 6,266 shares — an estimated $354K sold.

Cambridge Advisors first reported a position in CIBR in Q4 2020 and held it in 15 quarters. The position peaked at $589K in Q1 2022. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • Cambridge Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • Cambridge Advisors sold 6,266 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $354K.
  • Cambridge Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 15 quarters.
  • Cambridge Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $589K in Q1 2022.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on Cambridge Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.