VitalStone Financial’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

VitalStone Financial’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 Q3	$3.02K	Buy	51 +11	+28%	+$628	﹤0.01%	352
2024 Q2	$2.26K	Sell	40 -41	-51%	-$2.25K	﹤0.01%	384
2024 Q1	$5K	Buy	81 +67	+479%	+$3.77K	﹤0.01%	331
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	435
2023 Q3	$1K	Hold	14	–	–	﹤0.01%	403
2023 Q2	$1K	Hold	14	–	–	﹤0.01%	821
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	320
2022 Q4	$1K	Buy	+14	New	+$555	﹤0.01%	464

Other funds holding CIBR

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

VitalStone Financial's CIBR Position: Q3 2024 in Review

VitalStone Financial increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 28% in Q3 2024, buying an estimated $628 and bringing the position to 51 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

VitalStone Financial first reported a position in CIBR in Q4 2022 and has held it in 8 quarters since. The position peaked at $5K in Q1 2024. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

VitalStone Financial held 51 shares of First Trust NASDAQ Cybersecurity ETF worth $3.02K as of Q3 2024.
VitalStone Financial bought 11 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $628.
First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #352 holding.
VitalStone Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $5K in Q1 2024.
546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.