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Evelyn Partners Asset Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$236K Hold
3,758
– – 0.06% 100
2025
Q4 		$269K Buy
3,758
+397
+12% +$29.7K 0.06% 95
2025
Q3 		$255K Hold
3,361
– – 0.06% 94
2025
Q2 		$254K Hold
3,361
– – 0.06% 90
2025
Q1 		$212K Sell
3,361
-2,100
-38% -$139K 0.06% 90
2024
Q4 		$347K Buy
+5,461
New +$343K 0.09% 77

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evelyn Partners Asset Management's CIBR Position: Q1 2026 in Review

Evelyn Partners Asset Management held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q1 2026 at 3,758 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #100.

Evelyn Partners Asset Management first reported a position in CIBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q4 2024. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Evelyn Partners Asset Management held 3,758 shares of First Trust NASDAQ Cybersecurity ETF worth $236K as of Q1 2026.
  • Evelyn Partners Asset Management left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q1 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.06% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #100 holding.
  • Evelyn Partners Asset Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's First Trust NASDAQ Cybersecurity ETF position peaked at $347K in Q4 2024.
  • 744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.