Lee Financial Group Hawaii’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Lee Financial Group Hawaii’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
2022 Q2	–	Sell	-114,576	Closed	-$6.08M	–	38
2022 Q1	$6.08M	Sell	114,576 -603	-0.5%	-$29.5K	4.15%	7
2021 Q4	$6.08M	Sell	115,179 -1,425	-1%	-$74.9K	4.42%	6
2021 Q3	$5.68M	Sell	116,604 -65,433	-36%	-$3.23M	4.18%	9
2021 Q2	$8.51M	Sell	182,037 -1,433	-0.8%	-$63.7K	6.14%	6
2021 Q1	$7.67M	Buy	183,470 +99,835	+119%	+$4.37M	6.29%	7
2020 Q4	$3.71M	Buy	83,635 +25,648	+44%	+$978K	3.13%	14
2020 Q3	$2.02M	Buy	57,987 +17,395	+43%	+$607K	1.67%	20
2020 Q2	$1.34M	Buy	+40,592	New	+$1.23M	1.15%	21

Other funds holding CIBR

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial Group Hawaii's CIBR Position: Q2 2022 in Review

Lee Financial Group Hawaii sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2022, closing a stake of 114,576 shares — an estimated $6.08M sold.

Lee Financial Group Hawaii first reported a position in CIBR in Q2 2020 and held it in 8 quarters. The position peaked at $8.51M in Q2 2021. 389 funds tracked by Wall St. Rank hold CIBR as of Q2 2022.

Lee Financial Group Hawaii reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2022 after selling out during the quarter.
Lee Financial Group Hawaii sold 114,576 First Trust NASDAQ Cybersecurity ETF shares in Q2 2022, an estimated $6.08M.
Lee Financial Group Hawaii first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and held it in 8 quarters.
Lee Financial Group Hawaii's First Trust NASDAQ Cybersecurity ETF position peaked at $8.51M in Q2 2021.
389 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2022, filed 8 Aug 2022.