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

EverSource 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
2024
Q3 		– Sell
-125
Closed -$6.98K – 3046
2024
Q2 		$6.98K Buy
+125
New +$6.84K ﹤0.01% 2061
2022
Q2 		– Sell
-138
Closed -$7K – 1738
2022
Q1 		$7K Hold
138
– – ﹤0.01% 1129
2021
Q4 		$7K Buy
+138
New +$7.25K ﹤0.01% 1092

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

EverSource Wealth Advisors's CIBR Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 125 shares — an estimated $6.98K sold.

EverSource Wealth Advisors first reported a position in CIBR in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 125 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $6.98K.
  • EverSource Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $7K in Q1 2022.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.