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

Cape Investment 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
-1,400
Closed -$63.6K – 1141
2023
Q3 		$63.6K Hold
1,400
– – 0.04% 261
2023
Q2 		$63.6K Hold
1,400
– – 0.04% 255
2023
Q1 		$59.9K Buy
+1,400
New +$56.9K 0.04% 243

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cape Investment Advisory's CIBR Position: Q4 2023 in Review

Cape Investment Advisory sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 1,400 shares — an estimated $63.6K sold.

Cape Investment Advisory first reported a position in CIBR in Q1 2023 and held it in 3 quarters. The position peaked at $63.6K in Q3 2023. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

  • Cape Investment Advisory reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,400 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $63.6K.
  • Cape Investment Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's First Trust NASDAQ Cybersecurity ETF position peaked at $63.6K in Q3 2023.
  • 485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.