Next Financial Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Next Financial 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
2021 Q4	$37K	Sell	708 -282	-28%	-$14.8K	﹤0.01%	1610
2021 Q3	$48K	Buy	990 +603	+156%	+$29.8K	﹤0.01%	1421
2021 Q2	$18K	Buy	387 +168	+77%	+$7.46K	﹤0.01%	1787
2021 Q1	$9K	Buy	+219	New	+$9.58K	﹤0.01%	1904
2020 Q2	–	Sell	-16,802	Closed	-$433K	–	817
2020 Q1	$433K	Sell	16,802 -27,141	-62%	-$796K	0.06%	304
2019 Q4	$1.32M	Buy	43,943 +38,318	+681%	+$1.12M	0.14%	178
2019 Q3	$156K	Sell	5,625 -65,971	-92%	-$1.91M	0.02%	754
2019 Q2	$2.05M	Buy	71,596 +65,171	+1,014%	+$1.85M	0.22%	119
2019 Q1	$181K	Sell	6,425 -37,054	-85%	-$984K	0.05%	386
2018 Q4	$1.02M	Buy	43,479 +35,579	+450%	+$891K	0.21%	121
2018 Q3	$225K	Buy	7,900 +150	+2%	+$4.14K	0.1%	190
2018 Q2	$204K	Buy	+7,750	New	+$205K	0.08%	270
2017 Q1	–	Sell	-300	Closed	-$6K	–	1929
2016 Q4	$6K	Buy	+300	New	+$5.9K	﹤0.01%	1844

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

Next Financial Group's CIBR Position: Q4 2021 in Review

Next Financial Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 28% in Q4 2021, selling an estimated $14.8K and leaving 708 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Next Financial Group first reported a position in CIBR in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.05M in Q2 2019. 400 funds tracked by Wall St. Rank hold CIBR as of Q4 2021.

Next Financial Group held 708 shares of First Trust NASDAQ Cybersecurity ETF worth $37K as of Q4 2021.
Next Financial Group sold 282 First Trust NASDAQ Cybersecurity ETF shares in Q4 2021, an estimated $14.8K.
First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1610 holding.
Next Financial Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2016 and has held it in 13 quarters since.
Next Financial Group's First Trust NASDAQ Cybersecurity ETF position peaked at $2.05M in Q2 2019.
400 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.