EP Wealth Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
8,736
+4,345
| +99% | +$328K | ﹤0.01% | 676 |
|
|
2025
Q1 | $277K | Hold |
4,391
| – | – | ﹤0.01% | 956 |
|
|
2024
Q4 | $279K | Buy |
4,391
+604
| +16% | +$38.3K | ﹤0.01% | 904 |
|
|
2024
Q3 | $224K | Buy |
3,787
+282
| +8% | +$16.7K | ﹤0.01% | 986 |
|
|
2024
Q2 | $198K | Sell |
3,505
-150
| -4% | -$8.46K | ﹤0.01% | 762 |
|
|
2024
Q1 | $206K | Buy |
3,655
+250
| +7% | +$14.1K | ﹤0.01% | 729 |
|
|
2023
Q4 | $183K | Buy |
+3,405
| New | +$183K | ﹤0.01% | 730 |
|
|
2022
Q3 | – | Sell |
-3,447
| Closed | -$139K | – | 384 |
|
|
2022
Q2 | $139K | Buy |
3,447
+105
| +3% | +$4.23K | ﹤0.01% | 611 |
|
|
2022
Q1 | $177K | Buy |
+3,342
| New | +$177K | ﹤0.01% | 585 |
|
|
2021
Q1 | – | Sell |
-2,839
| Closed | -$126K | – | 493 |
|
|
2020
Q4 | $126K | Buy |
+2,839
| New | +$126K | ﹤0.01% | 440 |
|