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WealthPLAN Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-61,689
Closed -$3.48M – 302
2024
Q1 		$3.48M Buy
61,689
+1,144
+2% +$64.3K 0.36% 89
2023
Q4 		$3.26M Buy
60,545
+12,252
+25% +$592K 0.34% 84
2023
Q3 		$2.19M Buy
48,293
+4,676
+11% +$214K 0.26% 97
2023
Q2 		$1.98M Sell
43,617
-15,877
-27% -$673K 0.28% 92
2023
Q1 		$2.54M Sell
59,494
-1,740
-3% -$70.7K 0.29% 82
2022
Q4 		$2.59M Buy
+61,234
New +$2.43M 0.18% 105
2022
Q1 		$1.86M Buy
39,696
+2,341
+6% +$115K 0.13% 121
2021
Q4 		$1.78M Buy
37,355
+7,702
+26% +$405K 0.12% 129
2021
Q3 		$1.52M Buy
29,653
+1,454
+5% +$71.9K 0.1% 137
2021
Q2 		$1.36M Buy
28,199
+2,387
+9% +$106K 0.1% 130
2021
Q1 		$1.11M Buy
25,812
+3,968
+18% +$174K 0.09% 136
2020
Q4 		$990K Buy
21,844
+409
+2% +$15.6K 0.08% 139
2020
Q3 		$772K Sell
21,435
-6,204
-22% -$216K 0.08% 148
2020
Q2 		$964K Buy
27,639
+85
+0.3% +$2.57K 0.1% 121
2020
Q1 		$817K Buy
27,554
+17,191
+166% +$504K 0.11% 117
2019
Q4 		$336K Buy
+10,363
New +$303K 0.04% 188

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's CIBR Position: Q2 2024 in Review

WealthPLAN Partners sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2024, closing a stake of 61,689 shares — an estimated $3.48M sold.

WealthPLAN Partners first reported a position in CIBR in Q4 2019 and held it in 16 quarters. The position peaked at $3.48M in Q1 2024. 531 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

  • WealthPLAN Partners reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 61,689 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $3.48M.
  • WealthPLAN Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2019 and held it in 16 quarters.
  • WealthPLAN Partners's First Trust NASDAQ Cybersecurity ETF position peaked at $3.48M in Q1 2024.
  • 531 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.