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

Trademark Financial Management’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
-11,825
Closed -$845K – 104
2025
Q4 		$845K Buy
11,825
+6,494
+122% +$487K 0.46% 44
2025
Q3 		$405K Sell
5,331
-1,192
-18% -$88.1K 0.24% 65
2025
Q2 		$493K Buy
+6,523
New +$447K 0.3% 56

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Trademark Financial Management's CIBR Position: Q1 2026 in Review

Trademark Financial Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2026, closing a stake of 11,825 shares — an estimated $845K sold.

Trademark Financial Management first reported a position in CIBR in Q2 2025 and held it in 3 quarters. The position peaked at $845K in Q4 2025. 746 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Trademark Financial Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2026 after selling out during the quarter.
  • Trademark Financial Management sold 11,825 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $845K.
  • Trademark Financial Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2025 and held it in 3 quarters.
  • Trademark Financial Management's First Trust NASDAQ Cybersecurity ETF position peaked at $845K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Trademark Financial Management's 13F filing for Q1 2026, filed 27 Apr 2026.