Northeast Financial Consultants’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$1.2M	Buy	15,867 +7,621	+92%	+$523K	0.05%	145
2025 Q1	$519K	Hold	8,246	–	–	0.02%	190
2024 Q4	$523K	Buy	8,246 +393	+5%	+$24.7K	0.02%	191
2024 Q3	$465K	Sell	7,853 -100	-1%	-$5.71K	0.02%	200
2024 Q2	$449K	Hold	7,953	–	–	0.02%	199
2024 Q1	$448K	Buy	7,953 +1,400	+21%	+$78.7K	0.02%	205
2023 Q4	$353K	Hold	6,553	–	–	0.02%	221
2023 Q3	$298K	Hold	6,553	–	–	0.02%	227
2023 Q2	$298K	Sell	6,553 -121	-2%	-$5.13K	0.02%	232
2023 Q1	$285K	Hold	6,674	–	–	0.02%	252
2022 Q4	$258K	Sell	6,674 -73,194	-92%	-$2.9M	0.02%	257
2022 Q3	$3.08M	Buy	79,868 +23,292	+41%	+$990K	0.23%	68
2022 Q2	$2.28M	Buy	56,576 +5,193	+10%	+$232K	0.16%	86
2022 Q1	$2.73M	Buy	51,383 +18,508	+56%	+$905K	0.16%	86
2021 Q4	$1.74M	Buy	32,875 +10,651	+48%	+$560K	0.1%	108
2021 Q3	$1.08M	Buy	22,224 +9,377	+73%	+$464K	0.07%	152
2021 Q2	$601K	Sell	12,847 -4,213	-25%	-$187K	0.04%	203
2021 Q1	$713K	Buy	17,060 +284	+2%	+$12.4K	0.05%	170
2020 Q4	$745K	Sell	16,776 -12,590	-43%	-$480K	0.06%	155
2020 Q3	$1.02M	Sell	29,366 -5,129	-15%	-$179K	0.09%	124
2020 Q2	$1.14M	Buy	+34,495	New	+$1.04M	0.11%	108

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 $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northeast Financial Consultants's CIBR Position: Q2 2025 in Review

Northeast Financial Consultants increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 92% in Q2 2025, buying an estimated $523K and bringing the position to 15,867 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #145.

Northeast Financial Consultants first reported a position in CIBR in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.08M in Q3 2022. 713 funds tracked by Wall St. Rank hold CIBR as of Q2 2025.

Northeast Financial Consultants held 15,867 shares of First Trust NASDAQ Cybersecurity ETF worth $1.2M as of Q2 2025.
Northeast Financial Consultants bought 7,621 First Trust NASDAQ Cybersecurity ETF shares in Q2 2025, an estimated $523K.
First Trust NASDAQ Cybersecurity ETF made up 0.05% of Northeast Financial Consultants's portfolio in Q2 2025, its #145 holding.
Northeast Financial Consultants first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and has held it in 21 quarters since.
Northeast Financial Consultants's First Trust NASDAQ Cybersecurity ETF position peaked at $3.08M in Q3 2022.
713 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.