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

Whalen Wealth Management’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
-3,895
Closed -$231K – 147
2024
Q3 		$231K Buy
3,895
+132
+4% +$7.53K 0.16% 103
2024
Q2 		$212K Buy
+3,763
New +$206K 0.17% 100

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

Whalen Wealth Management's CIBR Position: Q4 2024 in Review

Whalen Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2024, closing a stake of 3,895 shares — an estimated $231K sold.

Whalen Wealth Management first reported a position in CIBR in Q2 2024 and held it in 2 quarters. The position peaked at $231K in Q3 2024. 606 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

  • Whalen Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 3,895 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $231K.
  • Whalen Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2024 and held it in 2 quarters.
  • Whalen Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $231K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.