Gradient Investments’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-9	Closed	-$387	–	1784
2023 Q1	$387	Hold	9	–	–	﹤0.01%	1310
2022 Q4	$350	Hold	9	–	–	﹤0.01%	1328
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1364
2022 Q2	$0	Buy	+9	New	+$403	﹤0.01%	1234
2019 Q4	–	Sell	-38	Closed	-$1K	–	1109
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	976
2019 Q2	$1K	Buy	+38	New	+$1.08K	﹤0.01%	931
2017 Q2	–	Sell	-251	Closed	-$5K	–	804
2017 Q1	$5K	Hold	251	–	–	﹤0.01%	605
2016 Q4	$5K	Hold	251	–	–	﹤0.01%	544
2016 Q3	$5K	Hold	251	–	–	﹤0.01%	527
2016 Q2	$4K	Hold	251	–	–	﹤0.01%	537
2016 Q1	$4K	Hold	251	–	–	﹤0.01%	557
2015 Q4	$4K	Buy	+251	New	+$4.52K	﹤0.01%	509

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's CIBR Position: Q2 2023 in Review

Gradient Investments sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2023, closing a stake of 9 shares — an estimated $387 sold.

Gradient Investments first reported a position in CIBR in Q4 2015 and held it in 12 quarters. The position peaked at $5K in Q1 2017. 410 funds tracked by Wall St. Rank hold CIBR as of Q2 2023.

Gradient Investments reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 9 First Trust NASDAQ Cybersecurity ETF shares in Q2 2023, an estimated $387.
Gradient Investments first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2015 and held it in 12 quarters.
Gradient Investments's First Trust NASDAQ Cybersecurity ETF position peaked at $5K in Q1 2017.
410 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.