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

Values First 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
2024
Q4 		– Sell
-777
Closed -$46K – 236
2024
Q3 		$46K Buy
+777
New +$44.3K 0.03% 241
2023
Q2 		– Sell
-991
Closed -$42.4K – 197
2023
Q1 		$42.4K Buy
+991
New +$40.3K 0.03% 203

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

Values First Advisors's CIBR Position: Q4 2024 in Review

Values First Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2024, closing a stake of 777 shares — an estimated $46K sold.

Values First Advisors first reported a position in CIBR in Q1 2023 and held it in 2 quarters. The position peaked at $46K in Q3 2024. 606 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

  • Values First Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 777 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $46K.
  • Values First Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $46K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.