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 Q2	$382K	Sell	4,257 -2,338	-35%	-$179K	0.08%	147
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Plan Group Financial's CIBR Position: Q2 2026 in Review

Plan Group Financial reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 35% in Q2 2026, selling an estimated $179K and leaving 4,257 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #147.

Plan Group Financial first reported a position in CIBR in Q3 2024 and has held it in 8 quarters since. The position peaked at $824K in Q2 2025. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Plan Group Financial held 4,257 shares of First Trust NASDAQ Cybersecurity ETF worth $382K as of Q2 2026.
Plan Group Financial sold 2,338 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $179K.
First Trust NASDAQ Cybersecurity ETF made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #147 holding.
Plan Group Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $824K in Q2 2025.
844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.