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 Q3	$356K	Sell	3,547 -710	-17%	-$68K	0.07%	157
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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Plan Group Financial's CIBR Position: Q3 2026 in Review

Plan Group Financial reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 17% in Q3 2026, selling an estimated $68K and leaving 3,547 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #157.

Plan Group Financial first reported a position in CIBR in Q3 2024 and has held it in 9 quarters since. The position peaked at $824K in Q2 2025. 325 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

Plan Group Financial held 3,547 shares of First Trust NASDAQ Cybersecurity ETF worth $356K as of Q3 2026.
Plan Group Financial sold 710 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $68K.
First Trust NASDAQ Cybersecurity ETF made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #157 holding.
Plan Group Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $824K in Q2 2025.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.