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

Summit Financial’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 		$2.24M Sell
35,665
-4,407
-11% -$296K 0.03% 545
2025
Q4 		$2.86M Buy
40,072
+2,322
+6% +$174K 0.04% 395
2025
Q3 		$2.87M Buy
+37,750
New +$2.79M 0.04% 386

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial's CIBR Position: Q1 2026 in Review

Summit Financial reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 11% in Q1 2026, selling an estimated $296K and leaving 35,665 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #545.

Summit Financial first reported a position in CIBR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q3 2025. 745 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Summit Financial held 35,665 shares of First Trust NASDAQ Cybersecurity ETF worth $2.24M as of Q1 2026.
  • Summit Financial sold 4,407 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $296K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #545 holding.
  • Summit Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $2.87M in Q3 2025.
  • 745 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.