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

Mattern 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
2022
Q1 		– Sell
-6,353
Closed -$335K – 159
2021
Q4 		$335K Buy
+6,353
New +$334K 0.1% 130
2020
Q4 		– Sell
-6,675
Closed -$232K – 154
2020
Q3 		$232K Buy
+6,675
New +$233K 0.1% 134

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
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

Mattern Wealth Management's CIBR Position: Q1 2022 in Review

Mattern Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2022, closing a stake of 6,353 shares — an estimated $335K sold.

Mattern Wealth Management first reported a position in CIBR in Q3 2020 and held it in 2 quarters. The position peaked at $335K in Q4 2021. 427 funds tracked by Wall St. Rank hold CIBR as of Q1 2022.

  • Mattern Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 6,353 First Trust NASDAQ Cybersecurity ETF shares in Q1 2022, an estimated $335K.
  • Mattern Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2020 and held it in 2 quarters.
  • Mattern Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $335K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.