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

Plan Group 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 Q1	$413K	Sell	6,595 -1,287	-16%	-$86.3K	0.1%	135
2025 Q4	$563K	Sell	7,882 -2,243	-22%	-$168K	0.15%	112
2025 Q3	$770K	Sell	10,125 -772	-7%	-$57K	0.21%	99
2025 Q2	$824K	Buy	10,897 +2,079	+24%	+$143K	0.27%	88
2025 Q1	$556K	Buy	8,818 +2,889	+49%	+$192K	0.2%	94
2024 Q4	$376K	Buy	5,929 +271	+5%	+$17K	0.2%	81
2024 Q3	$335K	Buy	+5,658	New	+$323K	0.18%	85

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plan Group Financial's CIBR Position: Q1 2026 in Review

Plan Group Financial reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 16% in Q1 2026, selling an estimated $86.3K and leaving 6,595 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #135.

Plan Group Financial first reported a position in CIBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $824K in Q2 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

Plan Group Financial held 6,595 shares of First Trust NASDAQ Cybersecurity ETF worth $413K as of Q1 2026.
Plan Group Financial sold 1,287 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $86.3K.
First Trust NASDAQ Cybersecurity ETF made up 0.1% of Plan Group Financial's portfolio in Q1 2026, its #135 holding.
Plan Group Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 7 quarters since.
Plan Group Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $824K in Q2 2025.
744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.