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

Sweet Financial Partners’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 Q3	$9.25M	Sell	156,166 -3,519	-2%	-$201K	2%	10
2024 Q2	$9.01M	Buy	159,685 +1,740	+1%	+$95.3K	2.06%	10
2024 Q1	$8.91M	Sell	157,945 -19,409	-11%	-$1.09M	2.06%	9
2023 Q4	$9.55M	Sell	177,354 -12,028	-6%	-$582K	2.27%	10
2023 Q3	$8.6M	Buy	189,382 +963	+0.5%	+$44.1K	2.28%	10
2023 Q2	$8.56M	Sell	188,419 -9,170	-5%	-$389K	2.23%	10
2023 Q1	$8.45M	Buy	197,589 +532	+0.3%	+$21.6K	2.34%	10
2022 Q4	$7.63M	Buy	197,057 +3,811	+2%	+$151K	2.24%	11
2022 Q3	$7.44M	Buy	193,246 +16,076	+9%	+$683K	2.37%	11
2022 Q2	$7.13M	Buy	177,170 +159,045	+877%	+$7.11M	2.23%	11
2022 Q1	$963K	Hold	18,125	–	–	0.26%	51
2021 Q4	$957K	Buy	+18,125	New	+$952K	0.4%	35

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sweet Financial Partners's CIBR Position: Q3 2024 in Review

Sweet Financial Partners reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 2.2% in Q3 2024, selling an estimated $201K and leaving 156,166 shares worth $9.25M. The position accounts for 2% of the portfolio, ranked #10.

Sweet Financial Partners first reported a position in CIBR in Q4 2021 and has held it in 12 quarters since. The position peaked at $9.55M in Q4 2023. 548 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

Sweet Financial Partners held 156,166 shares of First Trust NASDAQ Cybersecurity ETF worth $9.25M as of Q3 2024.
Sweet Financial Partners sold 3,519 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $201K.
First Trust NASDAQ Cybersecurity ETF made up 2% of Sweet Financial Partners's portfolio in Q3 2024, its #10 holding.
Sweet Financial Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's First Trust NASDAQ Cybersecurity ETF position peaked at $9.55M in Q4 2023.
548 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.