Personal CFO Solutions’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Personal CFO Solutions’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 Q3	–	Sell	-5,300	Closed	-$241K	–	459
2023 Q2	$241K	Hold	5,300	–	–	0.05%	394
2023 Q1	$227K	Hold	5,300	–	–	0.05%	409
2022 Q4	$205K	Hold	5,300	–	–	0.04%	417
2022 Q3	$204K	Hold	5,300	–	–	0.05%	366
2022 Q2	$213K	Buy	+5,300	New	+$237K	0.05%	374

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 $235B AUM 32.99% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Personal CFO Solutions's CIBR Position: Q3 2023 in Review

Personal CFO Solutions sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2023, closing a stake of 5,300 shares — an estimated $241K sold.

Personal CFO Solutions first reported a position in CIBR in Q2 2022 and held it in 5 quarters. The position peaked at $241K in Q2 2023. 434 funds tracked by Wall St. Rank hold CIBR as of Q3 2023.

Personal CFO Solutions reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 5,300 First Trust NASDAQ Cybersecurity ETF shares in Q3 2023, an estimated $241K.
Personal CFO Solutions first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2022 and held it in 5 quarters.
Personal CFO Solutions's First Trust NASDAQ Cybersecurity ETF position peaked at $241K in Q2 2023.
434 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.