CFA
CIBR icon

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

Carroll Financial 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
2021
Q4 		– Sell
-109
Closed -$5K – 1652
2021
Q3 		$5K Hold
109
– – ﹤0.01% 1360
2021
Q2 		$5K Hold
109
– – ﹤0.01% 1426
2021
Q1 		$4K Buy
+109
New +$4.77K ﹤0.01% 1395

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 $445B AUM 25.58% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's CIBR Position: Q4 2021 in Review

Carroll Financial Associates sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2021, closing a stake of 109 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in CIBR in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 400 funds tracked by Wall St. Rank hold CIBR as of Q4 2021.

  • Carroll Financial Associates reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 109 First Trust NASDAQ Cybersecurity ETF shares in Q4 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and held it in 3 quarters.
  • Carroll Financial Associates's First Trust NASDAQ Cybersecurity ETF position peaked at $5K in Q3 2021.
  • 400 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.