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

Norris 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
2023 Q4	–	Sell	-34,003	Closed	-$1.54M	–	69
2023 Q3	$1.54M	Sell	34,003 -3,679	-10%	-$169K	1.07%	30
2023 Q2	$1.71M	Sell	37,682 -830	-2%	-$35.2K	1.19%	32
2023 Q1	$1.65M	Sell	38,512 -2,046	-5%	-$83.2K	1.21%	26
2022 Q4	$1.57M	Sell	40,558 -54,499	-57%	-$2.16M	1.33%	24
2022 Q3	$3.66M	Sell	95,057 -18,744	-16%	-$796K	3.35%	11
2022 Q2	$4.58M	Sell	113,801 -10,741	-9%	-$480K	3.69%	10
2022 Q1	$6.61M	Sell	124,542 -781	-0.6%	-$38.2K	3.99%	7
2021 Q4	$6.62M	Buy	125,323 +37,081	+42%	+$1.95M	3.99%	6
2021 Q3	$4.3M	Buy	88,242 +21,023	+31%	+$1.04M	2.84%	10
2021 Q2	$3.14M	Buy	67,219 +37,553	+127%	+$1.67M	2.12%	17
2021 Q1	$1.24M	Buy	+29,666	New	+$1.3M	0.91%	26

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Norris Financial Group's CIBR Position: Q4 2023 in Review

Norris Financial Group sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 34,003 shares — an estimated $1.54M sold.

Norris Financial Group first reported a position in CIBR in Q1 2021 and held it in 11 quarters. The position peaked at $6.62M in Q4 2021. 487 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Norris Financial Group reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Norris Financial Group sold 34,003 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $1.54M.
Norris Financial Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and held it in 11 quarters.
Norris Financial Group's First Trust NASDAQ Cybersecurity ETF position peaked at $6.62M in Q4 2021.
487 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Norris Financial Group's 13F filing for Q4 2023, filed 20 May 2026.