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Carmel Capital Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Carmel Capital Partners’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
Q3 		– Sell
-400
Closed -$18.2K – 764
2023
Q2 		$18.2K Hold
400
– – 0.01% 259
2023
Q1 		$17.1K Buy
+400
New +$16.3K 0.01% 300

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
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carmel Capital Partners's CIBR Position: Q3 2023 in Review

Carmel Capital Partners sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2023, closing a stake of 400 shares — an estimated $18.2K sold.

Carmel Capital Partners first reported a position in CIBR in Q1 2023 and held it in 2 quarters. The position peaked at $18.2K in Q2 2023. 434 funds tracked by Wall St. Rank hold CIBR as of Q3 2023.

  • Carmel Capital Partners reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 400 First Trust NASDAQ Cybersecurity ETF shares in Q3 2023, an estimated $18.2K.
  • Carmel Capital Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's First Trust NASDAQ Cybersecurity ETF position peaked at $18.2K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.