First Trust Nasdaq CybersecuCIBRETF

13F holders, Q3 2024 (September 30)
548holders +17
55new positions
40sold out
4famous investors
$59.23avg. 13F price*

At the end of Q3 2024, 548 institutions reported holding First Trust Nasdaq Cybersecu (CIBR) in their 13F filings, up 17 from Q2 2024. 55 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($649.9M), Bank of America Corp. ($419.4M) and UBS Group AG ($322.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions55$37.8M
Exits40$256.6M

All 13F filers, Q2 2024 → Q3 2024: 3,155,606 shares bought and 6,396,733 shares sold, net −3,241,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 548 holders

Morgan Stanley 0.05% Reduce -2.4% 10,972,074 $649.9M
Bank of America Corp. 0.04% Reduce -3.3% 7,080,859 $419.4M
UBS Group AG 0.09% Add +7.0% 5,441,377 $322.3M
LPL Financial LLC 0.09% Add +5.4% 3,333,428 $197.4M
Wells Fargo & Company 0.03% Reduce -1.4% 2,303,208 $136.4M
Royal Bank of Canada 0.02% Add +5.4% 1,691,060 $100.2M
Ameriprise Financial Inc. 0.02% Add +14.6% 1,263,974 $74.9M
JPMorgan Chase & Co. 0.00% Reduce -1.0% 888,349 $52.6M
Commonwealth Equity Services, LLC 0.08% Reduce -2.6% 884,668 $52.4M
Raymond James & Associates 0.03% Reduce -0.3% 820,570 $48.6M
First Trust Advisors LP 0.04% Reduce -1.6% 701,630 $41.6M
Raymond James Financial Services Advisors, Inc. 0.05% Add +4.6% 656,302 $38.9M
Envestnet Asset Management Inc. 0.01% Reduce -9.3% 571,531 $33.9M
Capital Asset Advisory Services LLC 1.66% Add +9.5% 551,103 $33.2M
Axxcess Wealth Management, LLC 0.82% Add +8717.8% 547,583 $32.4M
Cetera Investment Advisers 0.06% Add +7.2% 464,331 $27.5M
Citigroup Inc. 0.03% Reduce -1.7% 458,267 $27.1M
Osaic Holdings, Inc. 0.06% Reduce -8.6% 445,039 $26.4M
Stifel Financial Corp. 0.03% Add +2.7% 436,432 $25.9M
Private Advisor Group, LLC 0.15% Add +2.0% 405,646 $24.0M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -0.9% 382,857 $22.7M
Rockefeller Capital Management L.P. 0.06% Add +12.3% 365,020 $21.6M
Kestra Advisory Services, LLC 0.10% Reduce -46.2% 314,478 $18.6M
PNC Financial Services Group, Inc. 0.01% Add +125.8% 265,637 $15.7M
CX Institutional 0.66% Add +2.5% 249,410 $14.8M
Janney Montgomery Scott LLC 0.04% Reduce -9.0% 247,190 $14.6M
American Financial Advisors, LLC 1.98% Reduce -1.7% 244,654 $14.5M
MML Investors Services, LLC 0.05% Reduce -2.5% 240,827 $14.3M
Pinnacle Associates Ltd. 0.24% Reduce -3.1% 264,457 $14.2M
Truist Financial Corp. 0.02% Add +7.9% 223,249 $13.2M
Clearwater Capital Advisors, LLC 1.22% Add +1.4% 211,262 $12.5M
Cwm, LLC 0.05% Add +69.9% 209,210 $12.4M
Sargent Investment Group, LLC 2.22% Reduce -2.6% 208,466 $12.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.6% 199,610 $11.8M
Kestra Private Wealth Services, LLC 0.20% Reduce -22.2% 183,530 $10.9M
HighTower Advisors, LLC 0.01% Add +18.6% 166,258 $9.8M
Joseph Group Capital Management 3.72% Add +3.3% 164,238 $9.7M
Legacy Edge Advisors, LLC 1.55% Add +13.3% 163,676 $9.7M
Procyon Advisors, LLC 0.65% Add +1.7% 159,454 $9.4M
Ashton Thomas Private Wealth, LLC 0.50% Add +0.6% 157,146 $9.3M
Sweet Financial Partners, LLC 2.00% Reduce -2.2% 156,166 $9.2M
Beacon Pointe Advisors, LLC 0.10% Reduce -3.9% 145,817 $8.6M
Appleton Partners Inc. 0.61% Add +3.8% 138,877 $8.2M
Destiny Wealth Partners, LLC 1.37% Reduce -22.3% 132,011 $7.8M
Benjamin Edwards Inc. 0.11% New 124,710 $7.4M
Equitable Holdings, Inc. 0.07% Reduce -10.2% 124,721 $7.4M
Independent Financial Group, LLC 0.27% Add +2.9% 123,652 $7.3M
Sanctuary Advisors, LLC 0.05% Add +2.4% 113,896 $7.2M
Silverleafe Capital Partners, LLC 2.51% Reduce -1.6% 119,678 $7.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.0% 117,445 $7.0M
Plotkin Financial Advisors, LLC 4.13% Reduce -4.5% 116,583 $6.9M
Hobart Private Capital, LLC 1.74% Add +2.3% 114,867 $6.8M
Mutual Advisors, LLC 0.19% Reduce -2.0% 109,235 $6.7M
Avestar Capital, LLC 0.72% Reduce -2.9% 111,850 $6.6M
NewEdge Advisors, LLC 0.04% Reduce -4.4% 107,743 $6.4M
Obsidian Personal Planning Solutions LLC 3.19% Add +12.9% 101,473 $6.1M
&partners 0.12% Add +84.8% 101,200 $6.0M
Pinnacle Wealth Management Advisory Group, LLC 0.57% Add +4.7% 100,270 $5.9M
Creative Planning 0.01% Reduce -1.7% 100,147 $5.9M
D.A. Davidson & Co. 0.05% Add +0.7% 100,041 $5.9M
Oppenheimer & Co. Inc. 0.09% Reduce -2.2% 99,675 $5.9M
EPG Wealth Management LLC 1.46% Add +0.0% 97,781 $5.8M
Avantax Advisory Services, Inc. 0.04% Reduce -17.0% 97,452 $5.8M
Baird Financial Group, Inc. 0.01% Reduce -9.4% 97,017 $5.7M
NTV Asset Management LLC 0.76% Add +0.6% 95,577 $5.7M
U.S. Capital Wealth Advisors, LLC 0.20% Reduce -20.8% 95,177 $5.6M
StoneCrest Wealth Management, Inc. 3.97% Add +1.0% 92,028 $5.5M
Jaffetilchin Investment Partners, LLC 0.41% Add +7.8% 90,386 $5.4M
SFI Advisors, LLC 3.78% Add +0.1% 89,515 $5.3M
IAM Advisory, LLC 1.32% Reduce -3.5% 88,440 $5.2M
Millennium Management 0.00% New 87,639 $5.2M
Frisch Financial Group, Inc. 1.56% Reduce -1.6% 87,599 $5.2M
Quaker Wealth Management, LLC 1.88% — 86,603 $5.1M
Sumitomo Mitsui Financial Group, Inc. 0.11% Add +9.1% 84,865 $5.0M
Sigma Planning Corp 0.15% Reduce -0.3% 80,770 $4.8M
Mariner, LLC 0.01% Add +12.6% 80,096 $4.7M
Cibc World Market Inc. 0.01% Add +11.4% 79,678 $4.7M
Buska Wealth Management, LLC 1.63% Reduce -12.4% 79,040 $4.7M
Waverly Advisors, LLC 0.09% Reduce -0.7% 78,954 $4.7M
LFA - Lugano Financial Advisors SA 3.15% Add +2.5% 78,339 $4.6M
Bank Hapoalim BM 0.73% Reduce -6.8% 78,059 $4.6M
Concentrum Wealth Management 1.74% Add +1.4% 75,494 $4.5M
Beck Capital Management, LLC 1.18% Add +2.1% 74,272 $4.4M
J.W. Cole Advisors, Inc. 0.18% Add +4.9% 74,222 $4.4M
Twin Peaks Wealth Advisors, LLC 2.02% Reduce -0.5% 74,128 $4.4M
Prosperity Financial Group, Inc. 2.42% Reduce -2.0% 72,854 $4.3M
Prospera Financial Services Inc 0.11% Reduce -31.8% 72,630 $4.3M
Granite Investment Partners, LLC 0.18% Reduce -6.9% 71,145 $4.2M
RFG Advisory, LLC 0.13% Reduce -8.6% 70,542 $4.2M
Florin Court Capital LLP 3.36% Add +38.0% 70,500 $4.2M
Enclave Advisors LLC 0.69% — 69,030 $4.1M
Lanark Financial, Inc. 0.33% Reduce -1.2% 67,041 $4.0M
Strategic Blueprint, LLC 0.25% Add +3.6% 66,473 $3.9M
Vivid Wealth Management, LLC 2.05% Add +3.2% 66,269 $3.9M
Old Mission Capital LLC 0.09% New 66,209 $3.9M
Arkadios Wealth Advisors 0.22% Add +49.5% 65,090 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Reduce -1.4% 64,734 $3.8M
Atria Wealth Solutions, Inc. 0.04% Add +1.0% 63,856 $3.8M
Renaissance Technologies 0.01% Add +335.8% 63,630 $3.8M
Stephens Inc. 0.05% Add +8.8% 63,075 $3.7M

"% 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 548 holders