Householder Group Estate & Retirement Specialist’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$361K	Sell	5,705 -4,596	-45%	-$288K	0.27%	61
2024 Q3	$610K	Sell	10,301 -11,944	-54%	-$682K	0.18%	117
2024 Q2	$1.25M	Buy	22,245 +4,017	+22%	+$220K	0.35%	58
2024 Q1	$1.03M	Buy	18,228 +15,324	+528%	+$861K	0.31%	71
2023 Q4	$156K	Sell	2,904 -77	-3%	-$3.72K	0.05%	269
2023 Q3	$135K	Buy	+2,981	New	+$137K	0.05%	266
2023 Q1	$124K	Buy	+2,912	New	+$118K	0.05%	260
2022 Q4	–	Sell	-3,040	Closed	-$117K	–	453
2022 Q3	$117K	Buy	+3,040	New	+$129K	0.05%	243
2022 Q1	–	Sell	-27,883	Closed	-$1.47M	–	194
2021 Q4	$1.47M	Buy	+27,883	New	+$1.47M	0.55%	45

Other funds holding CIBR

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CIBR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 45% in Q4 2024, selling an estimated $288K and leaving 5,705 shares worth $361K. The position accounts for 0.27% of the portfolio, ranked #61.

Householder Group Estate & Retirement Specialist first reported a position in CIBR in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2021. 606 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5,705 shares of First Trust NASDAQ Cybersecurity ETF worth $361K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,596 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $288K.
First Trust NASDAQ Cybersecurity ETF made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #61 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's First Trust NASDAQ Cybersecurity ETF position peaked at $1.47M in Q4 2021.
606 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.