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Carmichael Hill & Associates’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$142K Buy
2,395
+993
+71% +$56.7K 0.05% 222
2024
Q2 		$79.1K Buy
1,402
+1,102
+367% +$60.3K 0.03% 272
2024
Q1 		$16.9K Buy
+300
New +$16.9K 0.01% 501
2020
Q1 		– Sell
-200
Closed -$6K – 685
2019
Q4 		$6K Buy
+200
New +$5.84K ﹤0.01% 533

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's CIBR Position: Q3 2024 in Review

Carmichael Hill & Associates increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 71% in Q3 2024, buying an estimated $56.7K and bringing the position to 2,395 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #222.

Carmichael Hill & Associates first reported a position in CIBR in Q4 2019 and has held it in 4 quarters since. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • Carmichael Hill & Associates held 2,395 shares of First Trust NASDAQ Cybersecurity ETF worth $142K as of Q3 2024.
  • Carmichael Hill & Associates bought 993 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $56.7K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Carmichael Hill & Associates's portfolio in Q3 2024, its #222 holding.
  • Carmichael Hill & Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2019 and has held it in 4 quarters since.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.