Veritable’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Veritable’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
2023 Q3	–	Sell	-6,128	Closed	-$278K	–	143
2023 Q2	$278K	Buy	6,128 +193	+3%	+$8.18K	﹤0.01%	729
2023 Q1	$254K	Sell	5,935 -1,753	-23%	-$71.3K	﹤0.01%	746
2022 Q4	$298K	Buy	7,688 +2,311	+43%	+$91.6K	0.01%	662
2022 Q3	$207K	Buy	5,377 +179	+3%	+$7.61K	﹤0.01%	735
2022 Q2	$209K	Sell	5,198 -793	-13%	-$35.5K	﹤0.01%	802
2022 Q1	$318K	Buy	+5,991	New	+$293K	﹤0.01%	700

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Veritable's CIBR Position: Q3 2023 in Review

Veritable sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2023, closing a stake of 6,128 shares — an estimated $278K sold.

Veritable first reported a position in CIBR in Q1 2022 and held it in 6 quarters. The position peaked at $318K in Q1 2022. 434 funds tracked by Wall St. Rank hold CIBR as of Q3 2023.

Veritable reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 6,128 First Trust NASDAQ Cybersecurity ETF shares in Q3 2023, an estimated $278K.
Veritable first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2022 and held it in 6 quarters.
Veritable's First Trust NASDAQ Cybersecurity ETF position peaked at $318K in Q1 2022.
434 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.