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

CIC Wealth’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 		– Sell
-8,070
Closed -$455K – 177
2024
Q2 		$455K Buy
8,070
+2,318
+40% +$127K 0.13% 103
2024
Q1 		$324K Buy
+5,752
New +$323K 0.09% 121

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

CIC Wealth's CIBR Position: Q3 2024 in Review

CIC Wealth sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 8,070 shares — an estimated $455K sold.

CIC Wealth first reported a position in CIBR in Q1 2024 and held it in 2 quarters. The position peaked at $455K in Q2 2024. 548 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • CIC Wealth reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • CIC Wealth sold 8,070 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $455K.
  • CIC Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and held it in 2 quarters.
  • CIC Wealth's First Trust NASDAQ Cybersecurity ETF position peaked at $455K in Q2 2024.
  • 548 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.