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

TrinityPoint Wealth’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
Q4 		$908K Buy
14,311
+26
+0.2% +$1.63K 0.13% 165
2024
Q3 		$846K Buy
14,285
+4,780
+50% +$273K 0.12% 166
2024
Q2 		$536K Buy
+9,505
New +$520K 0.08% 197
2023
Q3 		– Sell
-11,897
Closed -$540K – 289
2023
Q2 		$540K Buy
11,897
+345
+3% +$14.6K 0.11% 172
2023
Q1 		$494K Buy
+11,552
New +$470K 0.11% 172

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrinityPoint Wealth's CIBR Position: Q4 2024 in Review

TrinityPoint Wealth increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.18% in Q4 2024, buying an estimated $1.63K and bringing the position to 14,311 shares worth $908K. The position accounts for 0.13% of the portfolio, ranked #165.

TrinityPoint Wealth first reported a position in CIBR in Q1 2023 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

  • TrinityPoint Wealth held 14,311 shares of First Trust NASDAQ Cybersecurity ETF worth $908K as of Q4 2024.
  • TrinityPoint Wealth bought 26 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $1.63K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.13% of TrinityPoint Wealth's portfolio in Q4 2024, its #165 holding.
  • TrinityPoint Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.