Winch Advisory Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Winch Advisory Services’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
2023 Q4	–	Sell	-28	Closed	-$1K	–	445
2023 Q3	$1K	Hold	28	–	–	﹤0.01%	382
2023 Q2	$1K	Hold	28	–	–	﹤0.01%	381
2023 Q1	$1K	Hold	28	–	–	﹤0.01%	378
2022 Q4	$1K	Hold	28	–	–	﹤0.01%	362
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	352
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	375
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	406
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	423
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	438
2021 Q2	$1K	Buy	+28	New	+$1.24K	﹤0.01%	444

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winch Advisory Services's CIBR Position: Q4 2023 in Review

Winch Advisory Services sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 28 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in CIBR in Q2 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2023. 485 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Winch Advisory Services reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 28 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $1K.
Winch Advisory Services first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2021 and held it in 10 quarters.
Winch Advisory Services's First Trust NASDAQ Cybersecurity ETF position peaked at $1K in Q3 2023.
485 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.