Wealth Effects’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Wealth Effects’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	$292K	Hold	4,663	–	–	0.1%	163
2025 Q4	$333K	Sell	4,663 -30	-0.6%	-$2.25K	0.1%	142
2025 Q3	$357K	Buy	4,693 +1,245	+36%	+$92K	0.11%	140
2025 Q2	$261K	Sell	3,448 -999	-22%	-$68.5K	0.1%	168
2025 Q1	$280K	Hold	4,447	–	–	0.12%	146
2024 Q4	$282K	Buy	4,447 +1	+0%	+$63	0.1%	162
2024 Q3	$263K	Sell	4,446 -100	-2%	-$5.71K	0.09%	168
2024 Q2	$256K	Sell	4,546 -399	-8%	-$21.8K	0.09%	161
2024 Q1	$279K	Hold	4,945	–	–	0.1%	159
2023 Q4	$266K	Buy	4,945 +102	+2%	+$4.93K	0.1%	170
2023 Q3	$220K	Buy	4,843 +55	+1%	+$2.52K	0.11%	155
2023 Q2	$217K	Buy	4,788 +101	+2%	+$4.28K	0.1%	162
2023 Q1	$200K	Buy	+4,687	New	+$191K	0.1%	172
2022 Q4	–	Sell	-7,527	Closed	-$290K	–	193
2022 Q3	$290K	Sell	7,527 -200	-3%	-$8.5K	0.18%	121
2022 Q2	$311K	Sell	7,727 -2,500	-24%	-$112K	0.19%	116
2022 Q1	$543K	Buy	10,227 +2,750	+37%	+$135K	0.25%	83
2021 Q4	$395K	Buy	+7,477	New	+$393K	0.16%	122

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

Wealth Effects's CIBR Position: Q1 2026 in Review

Wealth Effects held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q1 2026 at 4,663 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #163.

Wealth Effects first reported a position in CIBR in Q4 2021 and has held it in 17 quarters since. The position peaked at $543K in Q1 2022. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

Wealth Effects held 4,663 shares of First Trust NASDAQ Cybersecurity ETF worth $292K as of Q1 2026.
Wealth Effects left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q1 2026.
First Trust NASDAQ Cybersecurity ETF made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #163 holding.
Wealth Effects first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 17 quarters since.
Wealth Effects's First Trust NASDAQ Cybersecurity ETF position peaked at $543K in Q1 2022.
744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.