Levy Wealth Management Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$370K	Buy	6,564 +29	+0.4%	+$1.59K	0.09%	71
2024 Q1	$352K	Hold	6,535	–	–	0.1%	72
2023 Q4	$352K	Hold	6,535	–	–	0.1%	72
2023 Q3	$297K	Buy	6,535 +1	+0%	+$46	0.09%	82
2023 Q2	$297K	Sell	6,534 -1,776	-21%	-$75.3K	0.09%	86
2023 Q1	$355K	Hold	8,310	–	–	0.11%	68
2022 Q4	$322K	Buy	8,310 +17	+0.2%	+$674	0.11%	67
2022 Q3	$319K	Hold	8,293	–	–	0.14%	55
2022 Q2	$334K	Buy	8,293 +2,601	+46%	+$116K	0.15%	50
2022 Q1	$302K	Buy	5,692 +2	+0%	+$98	0.13%	52
2021 Q4	$300K	Buy	5,690 +30	+0.5%	+$1.58K	0.14%	56
2021 Q3	$276K	Hold	5,660	–	–	0.15%	55
2021 Q2	$265K	Buy	5,660 +420	+8%	+$18.7K	0.15%	54
2021 Q1	$219K	Sell	5,240 -1	-0%	-$44	0.14%	60
2020 Q4	$233K	Buy	+5,241	New	+$200K	0.17%	49

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

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

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Levy Wealth Management Group's CIBR Position: Q2 2024 in Review

Levy Wealth Management Group increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.44% in Q2 2024, buying an estimated $1.59K and bringing the position to 6,564 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #71.

Levy Wealth Management Group first reported a position in CIBR in Q4 2020 and has held it in 15 quarters since. 531 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

Levy Wealth Management Group held 6,564 shares of First Trust NASDAQ Cybersecurity ETF worth $370K as of Q2 2024.
Levy Wealth Management Group bought 29 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $1.59K.
First Trust NASDAQ Cybersecurity ETF made up 0.09% of Levy Wealth Management Group's portfolio in Q2 2024, its #71 holding.
Levy Wealth Management Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and has held it in 15 quarters since.
531 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.