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

Selective 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
2022 Q3	–	Sell	-200	Closed	-$8K	–	770
2022 Q2	$8K	Sell	200 -2,400	-92%	-$107K	﹤0.01%	581
2022 Q1	$138K	Sell	2,600 -2,200	-46%	-$108K	0.05%	177
2021 Q4	$253K	Hold	4,800	–	–	0.1%	100
2021 Q3	$234K	Buy	4,800 +3,700	+336%	+$183K	0.12%	93
2021 Q2	$51K	Buy	+1,100	New	+$48.9K	0.04%	189

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Selective Wealth Management's CIBR Position: Q3 2022 in Review

Selective Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2022, closing a stake of 200 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in CIBR in Q2 2021 and held it in 5 quarters. The position peaked at $253K in Q4 2021. 389 funds tracked by Wall St. Rank hold CIBR as of Q3 2022.

Selective Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 200 First Trust NASDAQ Cybersecurity ETF shares in Q3 2022, an estimated $8K.
Selective Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2021 and held it in 5 quarters.
Selective Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $253K in Q4 2021.
389 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.