First Trust Nasdaq CybersecuCIBRETF

13F holders, Q2 2024 (June 30)
531holders +15
63new positions
48sold out
3famous investors
$56.51avg. 13F price*

At the end of Q2 2024, 531 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 15 from Q1 2024. 63 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($634.4M), Bank of America Corp. ($413.0M) and UBS Group AG ($287.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Nasdaq Cybersecu
CUSIP
33734X846
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 516Q1 2024Q2 2024: 531Q2 2024Q3 2024: 548Q3 2024Q4 2024: 606Q4 2024Q1 2025: 618Q1 2025Q2 2025: 714Q2 2025Q3 2025: 719Q3 2025Q4 2025: 786Q4 2025Q1 2026: 749Q1 2026Q2 2026: 845Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions63$74.0M
Exits48$73.4M

All 13F filers, Q1 2024 → Q2 2024: 3,333,179 shares bought and 3,760,254 shares sold, net −427,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 531 holders

Morgan Stanley 0.05% Add +2.4% 11,244,547 $634.4M
Bank of America Corp. 0.04% Reduce -1.2% 7,320,749 $413.0M
UBS Group AG 0.09% Add +5.1% 5,087,521 $287.0M
LPL Financial LLC 0.09% Add +0.9% 3,162,131 $178.4M
Wells Fargo & Company 0.03% Add +0.3% 2,334,891 $131.7M
Tredje AP-fonden 1.11% No change 2,042,506 $115.2M
Prudential PLC 0.73% Reduce -31.5% 1,863,599 $105.1M
Royal Bank of Canada 0.02% Reduce -6.2% 1,604,324 $90.5M
Ameriprise Financial Inc. 0.02% Add +18.3% 1,103,289 $62.3M
Commonwealth Equity Services, LLC 0.08% Add +5.5% 908,624 $51.3M
JPMorgan Chase & Co. 0.00% Reduce -18.7% 897,540 $50.6M
Raymond James & Associates 0.03% Add +11.9% 823,198 $46.4M
First Trust Advisors LP 0.04% Add +19.2% 713,211 $40.2M
Envestnet Asset Management Inc. 0.01% Add +10.9% 630,032 $35.5M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -4.7% 627,343 $35.4M
Kestra Advisory Services, LLC 0.18% Add +3.6% 584,891 $33.0M
Capital Asset Advisory Services LLC 1.55% New 503,458 $28.6M
Osaic Holdings, Inc. 0.06% Reduce -7.6% 486,787 $27.5M
Citigroup Inc. 0.03% Reduce -12.3% 466,172 $26.3M
Cetera Investment Advisers 0.06% Add +10.8% 433,269 $24.4M
Stifel Financial Corp. 0.03% Add +3.9% 424,857 $24.0M
Private Advisor Group, LLC 0.15% Add +31.3% 397,768 $22.4M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -12.4% 386,260 $21.8M
Rockefeller Capital Management L.P. 0.05% Add +39.0% 324,987 $18.3M
Pinnacle Associates Ltd. 0.24% Add +1.2% 272,978 $15.4M
Janney Montgomery Scott LLC 0.05% Add +2.2% 271,673 $15.3M
American Financial Advisors, LLC 2.00% Add +12.6% 248,867 $14.0M
MML Investors Services, LLC 0.06% Add +5.5% 247,014 $13.9M
CX Institutional 0.64% Add +1.6% 243,318 $13.7M
Kestra Private Wealth Services, LLC 0.27% Add +0.6% 235,942 $13.3M
Sargent Investment Group, LLC 2.46% Reduce -5.8% 213,971 $12.1M
Clearwater Capital Advisors, LLC 1.25% Add +0.2% 208,380 $11.8M
Truist Financial Corp. 0.02% Add +13.2% 206,938 $11.7M
Marks Wealth, LLC 5.02% New 201,665 $11.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.0% 188,981 $10.7M
Destiny Wealth Partners, LLC 1.72% Reduce -7.5% 169,880 $9.6M
Sweet Financial Partners, LLC 2.06% Add +1.1% 159,685 $9.0M
Joseph Group Capital Management 4.66% Reduce -0.2% 159,067 $9.0M
Procyon Advisors, LLC 0.66% Reduce -4.4% 156,746 $8.8M
Ashton Thomas Private Wealth, LLC 0.49% Add +2.6% 156,146 $8.8M
Beacon Pointe Advisors, LLC 0.10% Reduce -0.4% 151,728 $8.6M
Legacy Edge Advisors, LLC 1.50% Add +22.0% 144,501 $8.2M
HighTower Advisors, LLC 0.01% Add +4.9% 140,210 $7.9M
Equitable Holdings, Inc. 0.08% Reduce -1.9% 138,936 $7.8M
Appleton Partners Inc. 0.58% Add +5.5% 133,797 $7.5M
Spectrum Wealth Advisory Group, LLC 8.00% Reduce -0.2% 132,635 $7.5M
Benjamin F. Edwards & Company, Inc. 0.13% Add +1.3% 127,322 $7.2M
Cwm, LLC 0.03% Add +13.4% 123,136 $6.9M
Plotkin Financial Advisors, LLC 4.43% Reduce -2.7% 122,054 $6.9M
Silverleafe Capital Partners, LLC 2.42% Add +17.3% 121,575 $6.9M
U.S. Capital Wealth Advisors, LLC 0.26% Add +1.1% 120,232 $6.8M
Independent Financial Group, LLC 0.27% Reduce -12.8% 120,184 $6.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.0% 117,637 $6.6M
Avantax Advisory Services, Inc. 0.05% Reduce -17.7% 117,405 $6.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +28.1% 117,398 $6.6M
Avestar Capital, LLC 0.72% Reduce -1.6% 115,212 $6.5M
NewEdge Advisors, LLC 0.05% Reduce -1.7% 112,731 $6.4M
Hobart Private Capital, LLC 1.80% Add +9.2% 112,316 $6.3M
Mutual Advisors, LLC 0.19% Add +1.6% 111,457 $6.2M
Sanctuary Advisors, LLC 0.04% — 111,232 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -9.3% 107,052 $6.0M
Prospera Financial Services Inc 0.17% Add +1.7% 106,551 $6.0M
Oppenheimer & Co. Inc. 0.09% Reduce -0.5% 101,947 $5.8M
Creative Planning 0.01% Reduce -6.1% 101,837 $5.7M
D.A. Davidson & Co. 0.05% Reduce -52.7% 99,317 $5.6M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +3.4% 95,740 $5.4M
NTV Asset Management LLC 0.77% Add +6.3% 94,977 $5.4M
IAM Advisory, LLC 1.40% Reduce -19.4% 91,690 $5.2M
StoneCrest Wealth Management, Inc. 3.92% Reduce -12.4% 91,103 $5.1M
Buska Wealth Management, LLC 2.03% Reduce -3.0% 90,223 $5.1M
Obsidian Personal Planning Solutions LLC 3.09% Add +8.0% 89,863 $5.1M
SFI Advisors, LLC 3.89% Add +2.3% 89,470 $5.0M
Frisch Financial Group, Inc. 1.52% Add +3.5% 89,068 $5.0M
Jaffetilchin Investment Partners, LLC 0.40% Reduce -7.9% 83,884 $4.7M
Bank Hapoalim BM 0.70% Reduce -6.2% 83,783 $4.7M
Sigma Planning Corp 0.14% Reduce -1.5% 81,041 $4.6M
Waverly Advisors, LLC 0.09% Add +2.8% 79,477 $4.5M
Sumitomo Mitsui Financial Group, Inc. 0.14% Add +7.8% 77,776 $4.4M
RFG Advisory, LLC 0.14% Add +2.6% 77,138 $4.4M
Granite Investment Partners, LLC 0.18% No change 76,395 $4.3M
LFA - Lugano Financial Advisors SA 3.28% Reduce -2.0% 76,388 $4.3M
Quadrature Capital Ltd 0.07% New 75,869 $4.3M
Twin Peaks Wealth Advisors, LLC 2.10% Add +0.4% 74,495 $4.2M
Concentrum Wealth Management 1.77% Add +3.4% 74,464 $4.2M
Prosperity Financial Group, Inc. 2.65% Add +5.2% 74,371 $4.2M
Beck Capital Management, LLC 1.13% Add +1.5% 72,758 $4.1M
Cibc World Market Inc. 0.01% Add +0.2% 71,546 $4.0M
Mariner, LLC 0.01% Add +1.9% 71,125 $4.0M
Migdal Insurance & Financial Holdings Ltd. 0.07% Reduce -16.8% 70,920 $4.0M
J.W. Cole Advisors, Inc. 0.19% Add +3.1% 70,760 $4.0M
Comerica Bank 0.02% Add +3.5% 68,944 $3.9M
Integrated Wealth Concepts LLC 0.05% Add +68.1% 68,569 $3.9M
Lanark Financial, Inc. 0.35% Add +0.3% 67,864 $3.8M
San Luis Wealth Advisors LLC 0.91% New 66,804 $3.8M
Prime Capital Investment Advisors, LLC 0.05% Reduce -7.3% 65,681 $3.7M
Vivid Wealth Management, LLC 2.03% Reduce -5.9% 64,210 $3.6M
Strategic Blueprint, LLC 0.25% Add +1.5% 64,130 $3.6M
Atria Wealth Solutions, Inc. 0.04% No change 63,244 $3.6M
NORTHSTAR ASSET MANAGEMENT Co 0.85% Reduce -0.7% 61,982 $3.5M
Ameritas Advisory Services, LLC 0.13% Add +0.2% 61,685 $3.5M

"% of holder's portfolio" is CIBR's weight in each manager's 13F, not the share of First Trust Nasdaq Cybersecu the manager owns.

Show all 531 holders