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Platte River Wealth Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Platte River Wealth Advisors’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
2024
Q3 		$456K Hold
7,705
– – 0.12% 67
2024
Q2 		$435K Hold
7,705
– – 0.12% 67
2024
Q1 		$434K Buy
7,705
+1,075
+16% +$60.4K 0.12% 68
2023
Q4 		$357K Buy
+6,630
New +$321K 0.12% 77

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Platte River Wealth Advisors's CIBR Position: Q3 2024 in Review

Platte River Wealth Advisors held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q3 2024 at 7,705 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #67.

Platte River Wealth Advisors first reported a position in CIBR in Q4 2023 and has held it in 4 quarters since. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • Platte River Wealth Advisors held 7,705 shares of First Trust NASDAQ Cybersecurity ETF worth $456K as of Q3 2024.
  • Platte River Wealth Advisors left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q3 2024.
  • First Trust NASDAQ Cybersecurity ETF made up 0.12% of Platte River Wealth Advisors's portfolio in Q3 2024, its #67 holding.
  • Platte River Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and has held it in 4 quarters since.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.