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Whipplewood Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Whipplewood Advisors’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
Q2 		$91.2K Sell
1,015
-476
-32% -$36.5K 0.06% 114
2026
Q1 		$93.5K Buy
1,491
+425
+40% +$28.5K 0.05% 200
2025
Q4 		$76.2K Buy
1,066
+952
+835% +$71.3K 0.05% 173
2025
Q3 		$8.66K Hold
114
– – 0.01% 269
2025
Q2 		$8.62K Sell
114
-2,146
-95% -$147K ﹤0.01% 591
2025
Q1 		$5.67K Buy
2,260
+2,170
+2,411% +$144K ﹤0.01% 674
2024
Q4 		$5.71K Buy
+90
New +$5.65K ﹤0.01% 669

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Whipplewood Advisors's CIBR Position: Q2 2026 in Review

Whipplewood Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 32% in Q2 2026, selling an estimated $36.5K and leaving 1,015 shares worth $91.2K. The position accounts for 0.06% of the portfolio, ranked #114.

Whipplewood Advisors first reported a position in CIBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.5K in Q1 2026. 842 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Whipplewood Advisors held 1,015 shares of First Trust NASDAQ Cybersecurity ETF worth $91.2K as of Q2 2026.
  • Whipplewood Advisors sold 476 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $36.5K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.06% of Whipplewood Advisors's portfolio in Q2 2026, its #114 holding.
  • Whipplewood Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $93.5K in Q1 2026.
  • 842 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.