PF
CIBR icon

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

Phoenix Financial’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
2026
Q2 		$7.36M Hold
81,875
– – 0.05% 110
2026
Q1 		$5.39M Sell
81,875
-46,928
-36% -$3.15M 0.05% 116
2025
Q4 		$7.26M Buy
128,803
+93,754
+267% +$7.02M 0.08% 104
2025
Q3 		$2.66M Sell
35,049
-4,676
-12% -$345K 0.03% 166
2025
Q2 		$3M Buy
+39,725
New +$2.72M 0.04% 160
2023
Q3 		– Sell
-62,231
Closed -$2.83M – 329
2023
Q2 		$2.83M Buy
62,231
+10,846
+21% +$460K 0.06% 128
2023
Q1 		$2.2M Hold
51,385
– – 0.05% 141
2022
Q4 		$1.99M Sell
51,385
-18,150
-26% -$720K 0.04% 140
2022
Q3 		$2.68M Buy
69,535
+21,570
+45% +$916K 0.06% 128
2022
Q2 		$1.93M Sell
47,965
-46,500
-49% -$2.08M 0.04% 169
2022
Q1 		$5.02M Sell
94,465
-11,878
-11% -$581K 0.08% 135
2021
Q4 		$5.61M Sell
106,343
-4,617
-4% -$243K 0.09% 121
2021
Q3 		$5.41M Buy
110,960
+17,180
+18% +$849K 0.09% 125
2021
Q2 		$4.38M Buy
93,780
+275
+0.3% +$12.2K 0.08% 160
2021
Q1 		$3.91M Hold
93,505
– – 0.09% 165
2020
Q4 		$4.14M Sell
93,505
-110
-0.1% -$4.2K 0.11% 147
2020
Q3 		$3.07M Sell
93,615
-26,510
-22% -$925K 0.13% 122
2020
Q2 		$3.77M Buy
120,125
+35,218
+41% +$1.06M 0.16% 117
2020
Q1 		$2.14M Buy
84,907
+71,282
+523% +$2.09M 0.11% 145
2019
Q4 		$407K Buy
+13,625
New +$398K 0.02% 173

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Phoenix Financial's CIBR Position: Q2 2026 in Review

Phoenix Financial held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 81,875 shares worth $7.36M. The position accounts for 0.05% of the portfolio, ranked #110.

Phoenix Financial first reported a position in CIBR in Q4 2019 and has held it in 20 quarters since. 845 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Phoenix Financial held 81,875 shares of First Trust NASDAQ Cybersecurity ETF worth $7.36M as of Q2 2026.
  • Phoenix Financial left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Phoenix Financial's portfolio in Q2 2026, its #110 holding.
  • Phoenix Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2019 and has held it in 20 quarters since.
  • 845 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.