CAPTRUST Financial Advisors
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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
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
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

CAPTRUST Financial Advisors's CIBR Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.1% in Q1 2026, buying an estimated $142K and bringing the position to 70,516 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #826.

CAPTRUST Financial Advisors first reported a position in CIBR in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.89M in Q4 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • CAPTRUST Financial Advisors held 70,516 shares of First Trust NASDAQ Cybersecurity ETF worth $4.42M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,124 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $142K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #826 holding.
  • CAPTRUST Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $4.89M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.