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PTM Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

PTM Wealth Management’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 		$11M Buy
124,276
+5,287
+4% +$406K 4.95% 9
2026
Q1 		$7.63M Buy
+118,989
New +$7.98M 4.05% 10
2025
Q2 		– Sell
-4,922
Closed -$283K – 50
2025
Q1 		$283K Buy
+4,922
New +$327K 0.3% 29

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

PTM Wealth Management's CIBR Position: Q2 2026 in Review

PTM Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 4.4% in Q2 2026, buying an estimated $406K and bringing the position to 124,276 shares worth $11M. The position accounts for 4.95% of the portfolio, ranked #9.

PTM Wealth Management first reported a position in CIBR in Q1 2025 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • PTM Wealth Management held 124,276 shares of First Trust NASDAQ Cybersecurity ETF worth $11M as of Q2 2026.
  • PTM Wealth Management bought 5,287 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $406K.
  • First Trust NASDAQ Cybersecurity ETF made up 4.95% of PTM Wealth Management's portfolio in Q2 2026, its #9 holding.
  • PTM Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2025 and has held it in 3 quarters since.
  • 844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.