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

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,961	Closed	-$95K	–	320
2021 Q3	$95K	Buy	1,961 +1,892	+2,742%	+$93.5K	0.03%	299
2021 Q2	$3K	Hold	69	–	–	﹤0.01%	859
2021 Q1	$15K	Hold	69	–	–	0.01%	510
2020 Q4	$15K	Hold	69	–	–	0.01%	508
2020 Q3	$2K	Hold	69	–	–	﹤0.01%	751
2020 Q2	$2K	Buy	+69	New	+$2.08K	﹤0.01%	731

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's CIBR Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2021, closing a stake of 1,961 shares — an estimated $95K sold.

Liberty Wealth Management first reported a position in CIBR in Q2 2020 and held it in 6 quarters. The position peaked at $95K in Q3 2021. 400 funds tracked by Wall St. Rank hold CIBR as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,961 First Trust NASDAQ Cybersecurity ETF shares in Q4 2021, an estimated $95K.
Liberty Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and held it in 6 quarters.
Liberty Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $95K in Q3 2021.
400 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.