Patriot Financial Group Insurance Agency’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-201	Closed	-$8K	–	663
2022 Q2	$8K	Hold	201	–	–	﹤0.01%	1322
2022 Q1	$11K	Buy	201 +50	+33%	+$2.45K	﹤0.01%	1308
2021 Q4	$8K	Hold	151	–	–	﹤0.01%	1558
2021 Q3	$7K	Hold	151	–	–	﹤0.01%	1591
2021 Q2	$7K	Sell	151 -129	-46%	-$5.73K	﹤0.01%	1544
2021 Q1	$12K	Sell	280 -2,991	-91%	-$131K	﹤0.01%	1285
2020 Q4	$145K	Buy	3,271 +197	+6%	+$7.51K	0.04%	411
2020 Q3	$107K	Buy	+3,074	New	+$107K	0.03%	371
2018 Q2	–	Sell	-207	Closed	-$5K	–	636
2018 Q1	$5K	Hold	207	–	–	﹤0.01%	722
2017 Q4	$5K	Hold	207	–	–	﹤0.01%	712
2017 Q3	$5K	Buy	+207	New	+$4.46K	﹤0.01%	686

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CIBR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2022, closing a stake of 201 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in CIBR in Q3 2017 and held it in 11 quarters. The position peaked at $145K in Q4 2020. 389 funds tracked by Wall St. Rank hold CIBR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 201 First Trust NASDAQ Cybersecurity ETF shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2017 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's First Trust NASDAQ Cybersecurity ETF position peaked at $145K in Q4 2020.
389 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.