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

TPG Financial 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
2023
Q4 		$5.61M Buy
107,011
+1,605
+2% +$77.6K 2.86% 14
2023
Q3 		$4.79M Buy
105,406
+20,626
+24% +$945K 2.48% 15
2023
Q2 		$3.85M Buy
84,780
+22,747
+37% +$964K 2.02% 19
2023
Q1 		$2.65M Buy
+62,033
New +$2.52M 1.45% 18

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TPG Financial Advisors's CIBR Position: Q4 2023 in Review

TPG Financial Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.5% in Q4 2023, buying an estimated $77.6K and bringing the position to 107,011 shares worth $5.61M. The position accounts for 2.86% of the portfolio, ranked #14.

TPG Financial Advisors first reported a position in CIBR in Q1 2023 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

  • TPG Financial Advisors held 107,011 shares of First Trust NASDAQ Cybersecurity ETF worth $5.61M as of Q4 2023.
  • TPG Financial Advisors bought 1,605 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $77.6K.
  • First Trust NASDAQ Cybersecurity ETF made up 2.86% of TPG Financial Advisors's portfolio in Q4 2023, its #14 holding.
  • TPG Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and has held it in 4 quarters since.
  • 485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on TPG Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.