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

Crumly & 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
2022 Q4	–	Sell	-122,911	Closed	-$4.73M	–	99
2022 Q3	$4.73M	Buy	122,911 +5,504	+5%	+$234K	1.95%	19
2022 Q2	$4.72M	Buy	117,407 +14,492	+14%	+$648K	1.96%	19
2022 Q1	$5.47M	Buy	102,915 +42,174	+69%	+$2.06M	2.05%	16
2021 Q4	$2.84M	Buy	60,741 +12,560	+26%	+$660K	1.12%	23
2021 Q3	$2.35M	Sell	48,181 -952	-2%	-$47.1K	1.09%	23
2021 Q2	$2.3M	Sell	49,133 -4,840	-9%	-$215K	1.11%	23
2021 Q1	$2.26M	Sell	53,973 -26,418	-33%	-$1.16M	1.32%	22
2020 Q4	$3.67M	Buy	+80,391	New	+$3.07M	2.58%	15

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Crumly & Associates's CIBR Position: Q4 2022 in Review

Crumly & Associates sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2022, closing a stake of 122,911 shares — an estimated $4.73M sold.

Crumly & Associates first reported a position in CIBR in Q4 2020 and held it in 8 quarters. The position peaked at $5.47M in Q1 2022. 397 funds tracked by Wall St. Rank hold CIBR as of Q4 2022.

Crumly & Associates reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2022 after selling out during the quarter.
Crumly & Associates sold 122,911 First Trust NASDAQ Cybersecurity ETF shares in Q4 2022, an estimated $4.73M.
Crumly & Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 8 quarters.
Crumly & Associates's First Trust NASDAQ Cybersecurity ETF position peaked at $5.47M in Q1 2022.
397 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.