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United Capital Financial Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

United Capital Financial 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 		$648K Hold
7,215
– – ﹤0.01% 995
2026
Q1 		$452K Sell
7,215
-2,466
-25% -$165K ﹤0.01% 1115
2025
Q4 		$692K Buy
+9,681
New +$725K ﹤0.01% 849
2023
Q2 		– Sell
-6,517
Closed -$279K – 906
2023
Q1 		$279K Sell
6,517
-242
-4% -$9.84K ﹤0.01% 842
2022
Q4 		$262K Sell
6,759
-96
-1% -$3.81K ﹤0.01% 918
2022
Q3 		$264K Buy
6,855
+314
+5% +$13.3K ﹤0.01% 944
2022
Q2 		$263K Sell
6,541
-365
-5% -$16.3K ﹤0.01% 981
2022
Q1 		$367K Buy
6,906
+294
+4% +$14.4K ﹤0.01% 934
2021
Q4 		$349K Sell
6,612
-100
-1% -$5.25K ﹤0.01% 972
2021
Q3 		$327K Buy
6,712
+144
+2% +$7.12K ﹤0.01% 976
2021
Q2 		$307K Buy
6,568
+595
+10% +$26.4K ﹤0.01% 1017
2021
Q1 		$250K Sell
5,973
-712
-11% -$31.2K ﹤0.01% 1035
2020
Q4 		$297K Buy
+6,685
New +$255K ﹤0.01% 1004

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

United Capital Financial Advisors's CIBR Position: Q2 2026 in Review

United Capital Financial Advisors held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 7,215 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

United Capital Financial Advisors first reported a position in CIBR in Q4 2020 and has held it in 13 quarters since. The position peaked at $692K in Q4 2025. 845 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • United Capital Financial Advisors held 7,215 shares of First Trust NASDAQ Cybersecurity ETF worth $648K as of Q2 2026.
  • United Capital Financial Advisors left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #995 holding.
  • United Capital Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and has held it in 13 quarters since.
  • United Capital Financial Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $692K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.