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Essential Planning’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-7,030
Closed -$432K – 110
2024
Q4 		$432K Buy
+7,030
New +$441K ﹤0.01% 277

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Essential Planning's CIBR Position: Q1 2025 in Review

Essential Planning sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2025, closing a stake of 7,030 shares — an estimated $432K sold.

Essential Planning first reported a position in CIBR in Q4 2024 and held it in 1 quarter. The position peaked at $432K in Q4 2024. 617 funds tracked by Wall St. Rank hold CIBR as of Q1 2025.

  • Essential Planning reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 7,030 First Trust NASDAQ Cybersecurity ETF shares in Q1 2025, an estimated $432K.
  • Essential Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's First Trust NASDAQ Cybersecurity ETF position peaked at $432K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.