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Joseph P. Lucia & Associates’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-250
Closed -$12K – 199
2021
Q3 		$12K Hold
250
– – 0.01% 357
2021
Q2 		$12K Hold
250
– – 0.01% 367
2021
Q1 		$10K Buy
+250
New +$10.9K ﹤0.01% 356

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Joseph P. Lucia & Associates's CIBR Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2021, closing a stake of 250 shares — an estimated $12K sold.

Joseph P. Lucia & Associates first reported a position in CIBR in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 400 funds tracked by Wall St. Rank hold CIBR as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 250 First Trust NASDAQ Cybersecurity ETF shares in Q4 2021, an estimated $12K.
  • Joseph P. Lucia & Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's First Trust NASDAQ Cybersecurity ETF position peaked at $12K in Q3 2021.
  • 400 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.