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Financial Gravity Asset Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Financial Gravity 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
2024
Q2 		$33.9K Sell
600
-1,600
-73% -$87.6K 0.01% 314
2024
Q1 		$122K Buy
2,200
+1,400
+175% +$78.7K 0.02% 259
2023
Q4 		$43.1K Buy
+800
New +$38.7K ﹤0.01% 596

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
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Asset Management's CIBR Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 73% in Q2 2024, selling an estimated $87.6K and leaving 600 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #314.

Financial Gravity Asset Management first reported a position in CIBR in Q4 2023 and has held it in 3 quarters since. The position peaked at $122K in Q1 2024. 529 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

  • Financial Gravity Asset Management held 600 shares of First Trust NASDAQ Cybersecurity ETF worth $33.9K as of Q2 2024.
  • Financial Gravity Asset Management sold 1,600 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $87.6K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #314 holding.
  • Financial Gravity Asset Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust NASDAQ Cybersecurity ETF position peaked at $122K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.