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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors's CIBR Position: Q1 2026 in Review

United Capital Financial Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 25% in Q1 2026, selling an estimated $165K and leaving 7,215 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

United Capital Financial Advisors first reported a position in CIBR in Q4 2020 and has held it in 12 quarters since. The position peaked at $692K in Q4 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

United Capital Financial Advisors held 7,215 shares of First Trust NASDAQ Cybersecurity ETF worth $452K as of Q1 2026.
United Capital Financial Advisors sold 2,466 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $165K.
First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1115 holding.
United Capital Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and has held it in 12 quarters since.
United Capital Financial Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $692K in Q4 2025.
744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.