Carolinas Wealth Consulting’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-79	Closed	-$5K	–	160
2025 Q1	$5K	Sell	79 -96	-55%	-$6.37K	﹤0.01%	609
2024 Q4	$11.1K	Sell	175 -15	-8%	-$941	﹤0.01%	533
2024 Q3	$11.3K	Hold	190	–	–	﹤0.01%	549
2024 Q2	$10.7K	Hold	190	–	–	﹤0.01%	548
2024 Q1	$10.7K	Buy	190 +95	+100%	+$5.34K	﹤0.01%	550
2023 Q4	$5.12K	Hold	95	–	–	﹤0.01%	616
2023 Q3	$4.24K	Buy	+95	New	+$4.35K	﹤0.01%	629
2023 Q2	–	Sell	-250	Closed	-$10.7K	–	1072
2023 Q1	$10.7K	Buy	+250	New	+$10.2K	﹤0.01%	597

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's CIBR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2025, closing a stake of 79 shares — an estimated $5K sold.

Carolinas Wealth Consulting first reported a position in CIBR in Q1 2023 and held it in 8 quarters. The position peaked at $11.3K in Q3 2024. 713 funds tracked by Wall St. Rank hold CIBR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 79 First Trust NASDAQ Cybersecurity ETF shares in Q2 2025, an estimated $5K.
Carolinas Wealth Consulting first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and held it in 8 quarters.
Carolinas Wealth Consulting's First Trust NASDAQ Cybersecurity ETF position peaked at $11.3K in Q3 2024.
713 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.