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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
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% +$1.63K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TrueWealth Advisors's CIBR Position: Q2 2026 in Review

TrueWealth Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 6.8% in Q2 2026, buying an estimated $33K and bringing the position to 6,791 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #134.

TrueWealth Advisors first reported a position in CIBR in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q1 2023. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • TrueWealth Advisors held 6,791 shares of First Trust NASDAQ Cybersecurity ETF worth $610K as of Q2 2026.
  • TrueWealth Advisors bought 430 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $33K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #134 holding.
  • TrueWealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2021 and has held it in 17 quarters since.
  • TrueWealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $1.21M in Q1 2023.
  • 844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.