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

Summit Financial Wealth Advisors’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
Q1 		– Sell
-5,955
Closed -$425K – 199
2025
Q4 		$425K Sell
5,955
-50
-0.8% -$3.75K 0.06% 124
2025
Q3 		$460K Buy
6,005
+2,930
+95% +$216K 0.07% 110
2025
Q2 		$232K Buy
+3,075
New +$211K 0.04% 153

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial Wealth Advisors's CIBR Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2026, closing a stake of 5,955 shares — an estimated $425K sold.

Summit Financial Wealth Advisors first reported a position in CIBR in Q2 2025 and held it in 3 quarters. The position peaked at $460K in Q3 2025. 747 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Summit Financial Wealth Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,955 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $425K.
  • Summit Financial Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2025 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $460K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.