Root Financial Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Root Financial Partners’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	–	Sell	-2,595	Closed	-$163K	–	933
2026 Q1	$163K	Buy	+2,595	New	+$174K	0.01%	387
2025 Q4	–	Sell	-248	Closed	-$18.9K	–	2448
2025 Q3	$18.9K	Buy	+248	New	+$18.3K	﹤0.01%	1149

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

Root Financial Partners's CIBR Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2026, closing a stake of 2,595 shares — an estimated $163K sold.

Root Financial Partners first reported a position in CIBR in Q3 2025 and held it in 2 quarters. The position peaked at $163K in Q1 2026. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Root Financial Partners reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,595 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $163K.
Root Financial Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2025 and held it in 2 quarters.
Root Financial Partners's First Trust NASDAQ Cybersecurity ETF position peaked at $163K in Q1 2026.
844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.