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

Rooted 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
2026 Q2	$7.26M	Sell	80,833 -12,007	-13%	-$922K	1.78%	14
2026 Q1	$6.22M	Buy	92,840 +5,144	+6%	+$345K	1.64%	14
2025 Q4	$5.83M	Buy	87,696 +36,351	+71%	+$2.72M	1.64%	15
2025 Q3	$3.94M	Buy	51,345 +7,920	+18%	+$585K	1.2%	20
2025 Q2	$3.15M	Buy	43,425 +5,585	+15%	+$383K	1.09%	24
2025 Q1	$2.18M	Buy	37,840 +2,932	+8%	+$195K	0.94%	24
2024 Q4	$2.23M	Buy	34,908 +2,824	+9%	+$177K	0.87%	28
2024 Q3	$1.9M	Buy	+32,084	New	+$1.83M	0.85%	24

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

Rooted Wealth Advisors's CIBR Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 13% in Q2 2026, selling an estimated $922K and leaving 80,833 shares worth $7.26M. The position accounts for 1.78% of the portfolio, ranked #14.

Rooted Wealth Advisors first reported a position in CIBR in Q3 2024 and has held it in 8 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Rooted Wealth Advisors held 80,833 shares of First Trust NASDAQ Cybersecurity ETF worth $7.26M as of Q2 2026.
Rooted Wealth Advisors sold 12,007 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $922K.
First Trust NASDAQ Cybersecurity ETF made up 1.78% of Rooted Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Rooted Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 8 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.