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Wintrust Investments’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Wintrust Investments’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 		$25K Sell
395
-945
-71% -$59.3K 0.02% 353
2024
Q3 		$79K Sell
1,340
-12,285
-90% -$701K 0.06% 242
2024
Q2 		$769K Buy
13,625
+700
+5% +$38.3K 0.06% 229
2024
Q1 		$729K Buy
12,925
+3,099
+32% +$174K 0.06% 232
2023
Q4 		$529K Buy
9,826
+1,750
+22% +$84.6K 0.05% 262
2023
Q3 		$367K Sell
8,076
-1,075
-12% -$49.2K 0.04% 305
2023
Q2 		$416K Sell
9,151
-749
-8% -$31.7K 0.04% 285
2023
Q1 		$423K Buy
9,900
+1,050
+12% +$42.7K 0.05% 228
2022
Q4 		$343K Hold
8,850
– – 0.04% 267
2022
Q3 		$341K Sell
8,850
-2,050
-19% -$87.1K 0.04% 282
2022
Q2 		$439K Buy
10,900
+450
+4% +$20.1K 0.05% 245
2022
Q1 		$555K Buy
10,450
+500
+5% +$24.5K 0.05% 241
2021
Q4 		$525K Buy
9,950
+2,000
+25% +$105K 0.05% 251
2021
Q3 		$387K Hold
7,950
– – 0.05% 197
2021
Q2 		$372K Hold
7,950
– – 0.04% 297
2021
Q1 		$332K Buy
+7,950
New +$348K 0.03% 314
2020
Q4 		– Sell
-7,100
Closed -$247K – 210
2020
Q3 		$247K Hold
7,100
– – 0.03% 292
2020
Q2 		$235K Sell
7,100
-1,000
-12% -$30.2K 0.03% 305
2020
Q1 		$209K Hold
8,100
– – 0.03% 296
2019
Q4 		$243K Buy
8,100
+350
+5% +$10.2K 0.03% 311
2019
Q3 		$214K Buy
+7,750
New +$224K 0.03% 336

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's CIBR Position: Q4 2024 in Review

Wintrust Investments reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 71% in Q4 2024, selling an estimated $59.3K and leaving 395 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #353.

Wintrust Investments first reported a position in CIBR in Q3 2019 and has held it in 21 quarters since. The position peaked at $769K in Q2 2024. 607 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

  • Wintrust Investments held 395 shares of First Trust NASDAQ Cybersecurity ETF worth $25K as of Q4 2024.
  • Wintrust Investments sold 945 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $59.3K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #353 holding.
  • Wintrust Investments first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2019 and has held it in 21 quarters since.
  • Wintrust Investments's First Trust NASDAQ Cybersecurity ETF position peaked at $769K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.