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Mark Sheptoff Financial Planning’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$2.33M Sell
32,939
-1,815
-5% -$122K 1.24% 17
2025
Q4 		$2.48M Buy
34,754
+15
+0% +$1.12K 1.18% 21
2025
Q3 		$2.64M Buy
34,739
+8,875
+34% +$656K 1.26% 21
2025
Q2 		$1.95M Sell
25,864
-91
-0.4% -$6.24K 1.04% 24
2025
Q1 		$1.64M Sell
25,955
-350
-1% -$23.2K 0.9% 24
2024
Q4 		$1.67M Buy
26,305
+2,100
+9% +$132K 0.9% 24
2024
Q3 		$1.43M Buy
24,205
+1,100
+5% +$62.8K 0.76% 28
2024
Q2 		$1.3M Buy
23,105
+450
+2% +$24.6K 0.73% 31
2024
Q1 		$1.28M Buy
22,655
+21,855
+2,732% +$1.23M 0.71% 30
2023
Q4 		$43.1K Hold
800
– – 0.03% 174
2023
Q3 		$36.3K Sell
800
-1,100
-58% -$50.4K 0.02% 168
2023
Q2 		$86.3K Hold
1,900
– – 0.05% 124
2023
Q1 		$81.2K Hold
1,900
– – 0.05% 128
2022
Q4 		$73.5K Buy
1,900
+200
+12% +$7.93K 0.04% 130
2022
Q3 		$65K Buy
+1,700
New +$72.2K 0.04% 131

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's CIBR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 5.2% in Q1 2026, selling an estimated $122K and leaving 32,939 shares worth $2.33M. The position accounts for 1.24% of the portfolio, ranked #17.

Mark Sheptoff Financial Planning first reported a position in CIBR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q3 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 32,939 shares of First Trust NASDAQ Cybersecurity ETF worth $2.33M as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 1,815 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $122K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.24% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #17 holding.
  • Mark Sheptoff Financial Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2022 and has held it in 15 quarters since.
  • Mark Sheptoff Financial Planning's First Trust NASDAQ Cybersecurity ETF position peaked at $2.64M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.