Key Client Fiduciary Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Key Client Fiduciary Advisors’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	$13.2M	Sell	146,871 -5,541	-4%	-$425K	3.81%	3
2026 Q1	$9.55M	Buy	+152,412	New	+$10.2M	3.25%	5
2025 Q1	–	Sell	-15,457	Closed	-$981K	–	194
2024 Q4	$981K	Sell	15,457 -279	-2%	-$17.5K	0.43%	54
2024 Q3	$932K	Sell	15,736 -65	-0.4%	-$3.71K	0.42%	57
2024 Q2	$892K	Sell	15,801 -1,355	-8%	-$74.2K	0.44%	57
2024 Q1	$967K	Sell	17,156 -1,824	-10%	-$103K	0.51%	46
2023 Q4	$1.02M	Sell	18,980 -4,489	-19%	-$217K	0.59%	35
2023 Q3	$1.07M	Sell	23,469 -2,755	-11%	-$126K	0.65%	37
2023 Q2	$1.19M	Sell	26,224 -1,400	-5%	-$59.3K	0.69%	36
2023 Q1	$1.18M	Sell	27,624 -1,184	-4%	-$48.1K	0.74%	33
2022 Q4	$1.12M	Buy	28,808 +1,492	+5%	+$59.2K	0.75%	35
2022 Q3	$1.05M	Buy	27,316 +624	+2%	+$26.5K	0.95%	25
2022 Q2	$1.07M	Buy	26,692 +125	+0.5%	+$5.59K	1.05%	23
2022 Q1	$1.41M	Buy	26,567 +1,256	+5%	+$61.4K	1.12%	22
2021 Q4	$1.34M	Buy	+25,311	New	+$1.33M	1.1%	27

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Key Client Fiduciary Advisors's CIBR Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.6% in Q2 2026, selling an estimated $425K and leaving 146,871 shares worth $13.2M. The position accounts for 3.81% of the portfolio, ranked #3.

Key Client Fiduciary Advisors first reported a position in CIBR in Q4 2021 and has held it in 15 quarters since. 843 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Key Client Fiduciary Advisors held 146,871 shares of First Trust NASDAQ Cybersecurity ETF worth $13.2M as of Q2 2026.
Key Client Fiduciary Advisors sold 5,541 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $425K.
First Trust NASDAQ Cybersecurity ETF made up 3.81% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #3 holding.
Key Client Fiduciary Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 15 quarters since.
843 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.