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

Summit Financial Group’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
2024
Q1 		$1.49M Buy
26,477
+280
+1% +$15.7K 0.53% 54
2023
Q4 		$1.41M Sell
26,197
-1,600
-6% -$77.4K 0.54% 54
2023
Q3 		$1.26M Sell
27,797
-2,184
-7% -$100K 0.53% 52
2023
Q2 		$1.36M Buy
29,981
+524
+2% +$22.2K 0.53% 53
2023
Q1 		$1.26M Sell
29,457
-327
-1% -$13.3K 0.48% 59
2022
Q4 		$1.15M Buy
29,784
+45
+0.2% +$1.78K 0.46% 62
2022
Q3 		$1.15M Sell
29,739
-1,303
-4% -$55.4K 0.48% 57
2022
Q2 		$1.25M Buy
31,042
+2,924
+10% +$131K 0.48% 57
2022
Q1 		$1.49M Sell
28,118
-2,890
-9% -$141K 0.51% 54
2021
Q4 		$1.64M Buy
31,008
+85
+0.3% +$4.47K 0.53% 53
2021
Q3 		$1.51M Buy
30,923
+65
+0.2% +$3.21K 0.55% 51
2021
Q2 		$1.44M Sell
30,858
-1,880
-6% -$83.5K 0.54% 52
2021
Q1 		$1.37M Buy
32,738
+820
+3% +$35.9K 0.57% 49
2020
Q4 		$1.42M Buy
31,918
+1,930
+6% +$73.6K 0.62% 48
2020
Q3 		$1.04M Buy
29,988
+7,318
+32% +$255K 0.52% 56
2020
Q2 		$749K Buy
+22,670
New +$685K 0.39% 67

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial Group's CIBR Position: Q1 2024 in Review

Summit Financial Group increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.1% in Q1 2024, buying an estimated $15.7K and bringing the position to 26,477 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #54.

Summit Financial Group first reported a position in CIBR in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2021. 516 funds tracked by Wall St. Rank hold CIBR as of Q1 2024.

  • Summit Financial Group held 26,477 shares of First Trust NASDAQ Cybersecurity ETF worth $1.49M as of Q1 2024.
  • Summit Financial Group bought 280 First Trust NASDAQ Cybersecurity ETF shares in Q1 2024, an estimated $15.7K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.53% of Summit Financial Group's portfolio in Q1 2024, its #54 holding.
  • Summit Financial Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and has held it in 16 quarters since.
  • Summit Financial Group's First Trust NASDAQ Cybersecurity ETF position peaked at $1.64M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.