TriaGen Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

TriaGen Wealth 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
2022 Q1	–	Sell	-32,969	Closed	-$1.74M	–	170
2021 Q4	$1.74M	Buy	32,969 +120	+0.4%	+$6.31K	0.86%	42
2021 Q3	$1.6M	Buy	32,849 +1,274	+4%	+$63K	0.87%	40
2021 Q2	$1.55M	Buy	31,575 +4,265	+16%	+$189K	0.8%	47
2021 Q1	$1.14M	Buy	27,310 +7,171	+36%	+$314K	0.66%	54
2020 Q4	$894K	Buy	+20,139	New	+$768K	0.52%	66

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TriaGen Wealth Management's CIBR Position: Q1 2022 in Review

TriaGen Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2022, closing a stake of 32,969 shares — an estimated $1.74M sold.

TriaGen Wealth Management first reported a position in CIBR in Q4 2020 and held it in 5 quarters. The position peaked at $1.74M in Q4 2021. 427 funds tracked by Wall St. Rank hold CIBR as of Q1 2022.

TriaGen Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 32,969 First Trust NASDAQ Cybersecurity ETF shares in Q1 2022, an estimated $1.74M.
TriaGen Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.74M in Q4 2021.
427 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.