KFP
CIBR icon

Kerr Financial Planning’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Kerr Financial Planning’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 		$122K Hold
1,353
– – 0.14% 117
2026
Q1 		$90.9K Buy
1,353
+3
+0.2% +$201 0.06% 140
2025
Q4 		$88.4K Buy
1,350
+3
+0.2% +$225 0.12% 135
2025
Q3 		$101K Buy
+1,347
New +$99.5K 0.14% 121

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

Kerr Financial Planning's CIBR Position: Q2 2026 in Review

Kerr Financial Planning held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 1,353 shares worth $122K. The position accounts for 0.14% of the portfolio, ranked #117.

Kerr Financial Planning first reported a position in CIBR in Q3 2025 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Kerr Financial Planning held 1,353 shares of First Trust NASDAQ Cybersecurity ETF worth $122K as of Q2 2026.
  • Kerr Financial Planning left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.14% of Kerr Financial Planning's portfolio in Q2 2026, its #117 holding.
  • Kerr Financial Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2025 and has held it in 4 quarters since.
  • 840 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.