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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return