CF
CIBR icon

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

Carlson Financial’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 		$1.97M Buy
21,886
+334
+2% +$25.6K 1% 19
2026
Q1 		$1.35M Buy
21,552
+24
+0.1% +$1.61K 0.8% 31
2025
Q4 		$1.54M Buy
+21,528
New +$1.61M 0.89% 27

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carlson Financial's CIBR Position: Q2 2026 in Review

Carlson Financial increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 21,886 shares worth $1.97M. The position accounts for 1% of the portfolio, ranked #19.

Carlson Financial first reported a position in CIBR in Q4 2025 and has held it in 3 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Carlson Financial held 21,886 shares of First Trust NASDAQ Cybersecurity ETF worth $1.97M as of Q2 2026.
  • Carlson Financial bought 334 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $25.6K.
  • First Trust NASDAQ Cybersecurity ETF made up 1% of Carlson Financial's portfolio in Q2 2026, its #19 holding.
  • Carlson Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2025 and has held it in 3 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.