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Centricity Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Centricity Wealth Management’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 		$289K Buy
3,821
+295
+8% +$20.2K 0.23% 63
2025
Q1 		$222K Hold
3,526
– – 0.2% 67
2024
Q4 		$224K Buy
+3,526
New +$221K 0.21% 68

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Centricity Wealth Management's CIBR Position: Q2 2025 in Review

Centricity Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 8.4% in Q2 2025, buying an estimated $20.2K and bringing the position to 3,821 shares worth $289K. The position accounts for 0.23% of the portfolio, ranked #63.

Centricity Wealth Management first reported a position in CIBR in Q4 2024 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold CIBR as of Q2 2025.

  • Centricity Wealth Management held 3,821 shares of First Trust NASDAQ Cybersecurity ETF worth $289K as of Q2 2025.
  • Centricity Wealth Management bought 295 First Trust NASDAQ Cybersecurity ETF shares in Q2 2025, an estimated $20.2K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.23% of Centricity Wealth Management's portfolio in Q2 2025, its #63 holding.
  • Centricity Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.