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

Safeguard 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
2023
Q3 		– Sell
-40
Closed -$1K – 146
2023
Q2 		$1K Buy
+40
New +$1.7K ﹤0.01% 499

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Financial's CIBR Position: Q3 2023 in Review

Safeguard Financial sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2023, closing a stake of 40 shares — an estimated $1K sold.

Safeguard Financial first reported a position in CIBR in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 434 funds tracked by Wall St. Rank hold CIBR as of Q3 2023.

  • Safeguard Financial reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 40 First Trust NASDAQ Cybersecurity ETF shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $1K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.