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

National 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
2022
Q4 		– Sell
-5,939
Closed -$229K – 138
2022
Q3 		$229K Buy
+5,939
New +$252K 0.3% 107

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Wealth Management Group's CIBR Position: Q4 2022 in Review

National Wealth Management Group sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2022, closing a stake of 5,939 shares — an estimated $229K sold.

National Wealth Management Group first reported a position in CIBR in Q3 2022 and held it in 1 quarter. The position peaked at $229K in Q3 2022. 397 funds tracked by Wall St. Rank hold CIBR as of Q4 2022.

  • National Wealth Management Group reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 5,939 First Trust NASDAQ Cybersecurity ETF shares in Q4 2022, an estimated $229K.
  • National Wealth Management Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's First Trust NASDAQ Cybersecurity ETF position peaked at $229K in Q3 2022.
  • 397 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.