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

CAPTRUST Financial 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
2026 Q2	$7.65M	Buy	85,166 +14,650	+21%	+$1.12M	0.01%	653
2026 Q1	$4.42M	Buy	70,516 +2,124	+3%	+$142K	0.01%	826
2025 Q4	$4.89M	Buy	68,392 +38,357	+128%	+$2.87M	0.01%	680
2025 Q3	$2.28M	Buy	30,035 +5,066	+20%	+$374K	﹤0.01%	962
2025 Q2	$1.89M	Buy	24,969 +3,408	+16%	+$234K	﹤0.01%	996
2025 Q1	$1.36M	Buy	21,561 +1,465	+7%	+$97.2K	﹤0.01%	1114
2024 Q4	$1.28M	Buy	20,096 +1,684	+9%	+$106K	﹤0.01%	1110
2024 Q3	$1.09M	Buy	18,412 +1,707	+10%	+$97.4K	﹤0.01%	1142
2024 Q2	$943K	Buy	16,705 +878	+6%	+$48.1K	﹤0.01%	1170
2024 Q1	$892K	Sell	15,827 -289	-2%	-$16.2K	﹤0.01%	1190
2023 Q4	$868K	Sell	16,116 -692	-4%	-$33.5K	﹤0.01%	1363
2023 Q3	$764K	Buy	16,808 +590	+4%	+$27K	﹤0.01%	1370
2023 Q2	$736K	Buy	16,218 +1,908	+13%	+$80.9K	﹤0.01%	1399
2023 Q1	$612K	Buy	14,310 +3,209	+29%	+$130K	﹤0.01%	1294
2022 Q4	$430K	Buy	11,101 +1,310	+13%	+$51.9K	﹤0.01%	1416
2022 Q3	$377K	Sell	9,791 -417	-4%	-$17.7K	﹤0.01%	1397
2022 Q2	$411K	Buy	10,208 +1,382	+16%	+$61.8K	﹤0.01%	1245
2022 Q1	$469K	Buy	8,826 +240	+3%	+$11.7K	﹤0.01%	1179
2021 Q4	$453K	Buy	8,586 +4,750	+124%	+$250K	﹤0.01%	1169
2021 Q3	$187K	Buy	3,836 +1,750	+84%	+$86.5K	﹤0.01%	1603
2021 Q2	$98K	Buy	2,086 +23	+1%	+$1.02K	﹤0.01%	2048
2021 Q1	$86K	Hold	2,063	–	–	﹤0.01%	2065
2020 Q4	$92K	Buy	2,063 +48	+2%	+$1.83K	﹤0.01%	1540
2020 Q3	$71K	Buy	2,015 +57	+3%	+$1.99K	﹤0.01%	1503
2020 Q2	$66K	Buy	+1,958	New	+$59.1K	﹤0.01%	1510
2019 Q4	–	Sell	-155	Closed	-$4K	–	1146
2019 Q3	$4K	Hold	155	–	–	﹤0.01%	1677
2019 Q2	$4K	Sell	155 -50	-24%	-$1.42K	﹤0.01%	1685
2019 Q1	$6K	Buy	+205	New	+$5.45K	﹤0.01%	1487
2018 Q3	–	Sell	-414	Closed	-$11K	–	1579
2018 Q2	$11K	Buy	+414	New	+$10.9K	﹤0.01%	1139

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAPTRUST Financial Advisors's CIBR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 21% in Q2 2026, buying an estimated $1.12M and bringing the position to 85,166 shares worth $7.65M. The position accounts for 0.01% of the portfolio, ranked #653.

CAPTRUST Financial Advisors first reported a position in CIBR in Q2 2018 and has held it in 29 quarters since. 843 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

CAPTRUST Financial Advisors held 85,166 shares of First Trust NASDAQ Cybersecurity ETF worth $7.65M as of Q2 2026.
CAPTRUST Financial Advisors bought 14,650 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $1.12M.
First Trust NASDAQ Cybersecurity ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #653 holding.
CAPTRUST Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2018 and has held it in 29 quarters since.
843 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.