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

TrueWealth 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
2026
Q3 		$700K Hold
6,791
– – 0.16% 123
2026
Q2 		$610K Buy
6,791
+430
+7% +$33K 0.14% 134
2026
Q1 		$399K Buy
6,361
+106
+2% +$7.11K 0.1% 161
2025
Q4 		$447K Buy
6,255
+2,021
+48% +$151K 0.12% 147
2025
Q3 		$322K Buy
4,234
+22
+0.5% +$1.62K 0.09% 176
2025
Q2 		$318K Buy
4,212
+24
+0.6% +$1.65K 0.09% 165
2025
Q1 		$264K Sell
4,188
-328
-7% -$21.8K 0.09% 179
2024
Q4 		$287K Buy
4,516
+706
+19% +$44.3K 0.1% 174
2024
Q3 		$226K Buy
+3,810
New +$217K 0.08% 206
2023
Q3 		– Sell
-6,081
Closed -$276K – 197
2023
Q2 		$276K Sell
6,081
-22,251
-79% -$943K 0.11% 142
2023
Q1 		$1.21M Sell
28,332
-136
-0.5% -$5.53K 0.51% 46
2022
Q4 		$1.1M Buy
28,468
+93
+0.3% +$3.69K 0.48% 42
2022
Q3 		$1.09M Sell
28,375
-629
-2% -$26.7K 0.52% 38
2022
Q2 		$1.17M Buy
29,004
+15,842
+120% +$709K 0.54% 40
2022
Q1 		$695K Hold
13,162
– – 0.31% 71
2021
Q4 		$695K Buy
13,162
+954
+8% +$50.1K 0.31% 71
2021
Q3 		$595K Buy
12,208
+1,691
+16% +$83.6K 0.33% 63
2021
Q2 		$492K Buy
+10,517
New +$467K 0.29% 68

Other funds holding CIBR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

TrueWealth Advisors's CIBR Position: Q3 2026 in Review

TrueWealth Advisors held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q3 2026 at 6,791 shares worth $700K. The position accounts for 0.16% of the portfolio, ranked #123.

TrueWealth Advisors first reported a position in CIBR in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q1 2023. 604 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • TrueWealth Advisors held 6,791 shares of First Trust NASDAQ Cybersecurity ETF worth $700K as of Q3 2026.
  • TrueWealth Advisors left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q3 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.16% of TrueWealth Advisors's portfolio in Q3 2026, its #123 holding.
  • TrueWealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2021 and has held it in 18 quarters since.
  • TrueWealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $1.21M in Q1 2023.
  • 604 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.