EWA
CIBR icon

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

EP Wealth Advisors’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
2026
Q2 		$888K Buy
9,886
+2,868
+41% +$220K ﹤0.01% 787
2026
Q1 		$440K Sell
7,018
-86
-1% -$5.77K ﹤0.01% 961
2025
Q4 		$508K Buy
+7,104
New +$532K ﹤0.01% 872
2025
Q2 		$660K Buy
8,736
+4,345
+99% +$298K ﹤0.01% 676
2025
Q1 		$277K Hold
4,391
– – ﹤0.01% 956
2024
Q4 		$279K Buy
4,391
+604
+16% +$37.9K ﹤0.01% 904
2024
Q3 		$224K Buy
3,787
+282
+8% +$16.1K ﹤0.01% 986
2024
Q2 		$198K Sell
3,505
-150
-4% -$8.21K ﹤0.01% 762
2024
Q1 		$206K Buy
3,655
+250
+7% +$14.1K ﹤0.01% 729
2023
Q4 		$183K Buy
+3,405
New +$165K ﹤0.01% 730
2022
Q3 		– Sell
-3,447
Closed -$139K – 384
2022
Q2 		$139K Buy
3,447
+105
+3% +$4.7K ﹤0.01% 611
2022
Q1 		$177K Buy
+3,342
New +$164K ﹤0.01% 585
2021
Q1 		– Sell
-2,839
Closed -$126K – 493
2020
Q4 		$126K Buy
+2,839
New +$108K ﹤0.01% 440

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EP Wealth Advisors's CIBR Position: Q2 2026 in Review

EP Wealth Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 41% in Q2 2026, buying an estimated $220K and bringing the position to 9,886 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

EP Wealth Advisors first reported a position in CIBR in Q4 2020 and has held it in 13 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • EP Wealth Advisors held 9,886 shares of First Trust NASDAQ Cybersecurity ETF worth $888K as of Q2 2026.
  • EP Wealth Advisors bought 2,868 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $220K.
  • First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #787 holding.
  • EP Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and has held it in 13 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.