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

Sterling Financial Planning’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
2021 Q4	–	Sell	-540	Closed	-$26K	–	155
2021 Q3	$26K	Hold	540	–	–	0.02%	240
2021 Q2	$25K	Sell	540 -227	-30%	-$10.1K	0.02%	235
2021 Q1	$32K	Buy	767 +1	+0.1%	+$44	0.02%	191
2020 Q4	$34K	Buy	+766	New	+$29.2K	0.03%	173

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sterling Financial Planning's CIBR Position: Q4 2021 in Review

Sterling Financial Planning sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2021, closing a stake of 540 shares — an estimated $26K sold.

Sterling Financial Planning first reported a position in CIBR in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q4 2020. 400 funds tracked by Wall St. Rank hold CIBR as of Q4 2021.

Sterling Financial Planning reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 540 First Trust NASDAQ Cybersecurity ETF shares in Q4 2021, an estimated $26K.
Sterling Financial Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's First Trust NASDAQ Cybersecurity ETF position peaked at $34K in Q4 2020.
400 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.