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Institute for Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Institute for Wealth 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
Q2 		$815K Buy
9,073
+150
+2% +$11.5K 0.07% 238
2026
Q1 		$559K Sell
8,923
-21,877
-71% -$1.47M 0.06% 293
2025
Q4 		$2.2M Buy
30,800
+455
+1% +$34.1K 0.23% 85
2025
Q3 		$2.31M Buy
30,345
+4,178
+16% +$309K 0.24% 88
2025
Q2 		$1.98M Buy
26,167
+561
+2% +$38.5K 0.22% 99
2025
Q1 		$1.61M Buy
25,606
+2,266
+10% +$150K 0.21% 112
2024
Q4 		$1.48M Buy
23,340
+257
+1% +$16.1K 0.19% 111
2024
Q3 		$1.37M Buy
23,083
+205
+0.9% +$11.7K 0.17% 130
2024
Q2 		$1.29M Buy
22,878
+133
+0.6% +$7.28K 0.17% 127
2024
Q1 		$1.28M Buy
22,745
+18,006
+380% +$1.01M 0.17% 134
2023
Q4 		$255K Sell
4,739
-27
-0.6% -$1.3K 0.04% 404
2023
Q3 		$217K Buy
4,766
+167
+4% +$7.65K 0.04% 420
2023
Q2 		$209K Buy
+4,599
New +$195K 0.04% 435

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Institute for Wealth Management's CIBR Position: Q2 2026 in Review

Institute for Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 9,073 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #238.

Institute for Wealth Management first reported a position in CIBR in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.31M in Q3 2025. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Institute for Wealth Management held 9,073 shares of First Trust NASDAQ Cybersecurity ETF worth $815K as of Q2 2026.
  • Institute for Wealth Management bought 150 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $11.5K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Institute for Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2023 and has held it in 13 quarters since.
  • Institute for Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $2.31M in Q3 2025.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.