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

Smallwood Wealth Investment 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 		$34.6K Hold
385
– – 0.02% 224
2026
Q1 		$24.1K Hold
385
– – 0.01% 243
2025
Q4 		$27.5K Hold
385
– – 0.01% 232
2025
Q3 		$29.3K Hold
385
– – 0.01% 230
2025
Q2 		$29.1K Hold
385
– – 0.02% 217
2025
Q1 		$24.3K Buy
+385
New +$25.6K 0.02% 230

Other funds holding CIBR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Smallwood Wealth Investment Management's CIBR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 385 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #224.

Smallwood Wealth Investment Management first reported a position in CIBR in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Smallwood Wealth Investment Management held 385 shares of First Trust NASDAQ Cybersecurity ETF worth $34.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #224 holding.
  • Smallwood Wealth Investment Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2025 and has held it in 6 quarters since.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.