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

Williams Jones 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
2026 Q2	$3.6M	Buy	40,088 +1,793	+5%	+$138K	0.04%	162
2026 Q1	$2.4M	Sell	38,295 -9,710	-20%	-$651K	0.03%	178
2025 Q4	$3.43M	Buy	48,005 +5,650	+13%	+$423K	0.04%	158
2025 Q3	$3.22M	Buy	42,355 +12,682	+43%	+$937K	0.04%	158
2025 Q2	$2.24M	Buy	29,673 +9,853	+50%	+$676K	0.03%	177
2025 Q1	$1.25M	Buy	19,820 +3,870	+24%	+$257K	0.02%	219
2024 Q4	$1.01M	Buy	15,950 +820	+5%	+$51.5K	0.01%	253
2024 Q3	$896K	Hold	15,130	–	–	0.01%	268
2024 Q2	$854K	Hold	15,130	–	–	0.01%	270
2024 Q1	$853K	Buy	+15,130	New	+$850K	0.01%	278

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Williams Jones Wealth Management's CIBR Position: Q2 2026 in Review

Williams Jones Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 4.7% in Q2 2026, buying an estimated $138K and bringing the position to 40,088 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #162.

Williams Jones Wealth Management first reported a position in CIBR in Q1 2024 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Williams Jones Wealth Management held 40,088 shares of First Trust NASDAQ Cybersecurity ETF worth $3.6M as of Q2 2026.
Williams Jones Wealth Management bought 1,793 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $138K.
First Trust NASDAQ Cybersecurity ETF made up 0.04% of Williams Jones Wealth Management's portfolio in Q2 2026, its #162 holding.
Williams Jones Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and has held it in 10 quarters since.
845 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.