EdgeRock Capital’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

EdgeRock Capital’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	-409	Closed	-$23.1K	–	101
2024 Q2	$23.1K	Buy	+409	New	+$22.4K	0.02%	167
2024 Q1	–	Sell	-409	Closed	-$23.1K	–	122
2023 Q4	$23.1K	Buy	+409	New	+$19.8K	0.02%	174
2022 Q4	–	Sell	-425	Closed	-$16K	–	109
2022 Q3	$16K	Buy	+425	New	+$18.1K	0.01%	174

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 $377B AUM 19.32% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

EdgeRock Capital's CIBR Position: Q3 2024 in Review

EdgeRock Capital sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 409 shares — an estimated $23.1K sold.

EdgeRock Capital first reported a position in CIBR in Q3 2022 and held it in 3 quarters. The position peaked at $23.1K in Q4 2023. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

EdgeRock Capital reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 409 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $23.1K.
EdgeRock Capital first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2022 and held it in 3 quarters.
EdgeRock Capital's First Trust NASDAQ Cybersecurity ETF position peaked at $23.1K in Q4 2023.
546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.