ARQ WEALTH ADVISORS, LLC CIBR — FIRST TR EXCHANGE TRADED FD

Ownership history in ARQ WEALTH ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

ARQ WEALTH ADVISORS, LLC reported FIRST TR EXCHANGE TRADED FD (CIBR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows CIBR at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARQ WEALTH ADVISORS, LLC's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CIBR was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CIBR stock page ARQ WEALTH ADVISORS, LLC fund profile ARQ WEALTH ADVISORS, LLC full holdings
How ARQ WEALTH ADVISORS, LLC held CIBR — position size vs. price
% of Fund (quarterly)    CIBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 11,213 +1,497 +15.4% 0.22% $801K 2026-02-09 $68.22
2025 Q3 ADDED — — — 9,716 +669 +7.4% 0.22% $739K 2025-11-25 $73.28
2025 Q2 UNCHANGED — — — 9,047 — 0% 0.20% $570K 2025-08-18 $71.83
2025 Q1 ADDED — — — 9,047 +1,499 +19.9% 0.21% $570K 2025-05-05 $67.61
2024 Q4 ADDED — — — 7,548 +6 +0.1% 0.18% $479K 2025-02-19 $70.97
2024 Q3 ADDED — — — 7,542 +556 +8.0% 0.17% $447K 2024-11-05 $60.51
2024 Q2 ADDED — — — 6,986 +1,027 +17.2% 0.17% $394K 2024-08-05 $51.73
2024 Q1 ADDED — — — 5,959 +1,036 +21.0% 0.15% $336K 2024-05-23 $54.82
2023 Q4 INITIATED — — — 4,923 — — 0.16% $265K 2024-02-27 $56.59

🏢 Other funds also holding CIBR

As of 2026 Q1 — sorted by position size

Rockport Wealth LLC 4.22% PTM WEALTH MANAGEMENT, LLC 4.05% Kiker Wealth Management, LLC 3.86% SFI Advisors, LLC 3Y 3.51% High Point Wealth Management, LLC 3.25% Key Client Fiduciary Advisors, LLC 3Y 3.25% Gaddis Premier Wealth Advisors LLC 3.13% Warner Group LLC 2.46% O'Connor Financial Group LLC 3Y 2.22% Sherman Asset Management, Inc. 2.15%

FAQ About ARQ WEALTH ADVISORS, LLC and CIBR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARQ WEALTH ADVISORS, LLC reported owning CIBR?

ARQ WEALTH ADVISORS, LLC reported CIBR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CIBR position in ARQ WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CIBR was 0.22% in 2025 Q3.

What is the latest reported CIBR position on this page?

The most recent filing on this page is 2025 Q4, when ARQ WEALTH ADVISORS, LLC reported 11,213 shares, equal to 0.22% of portfolio, with an estimated market value of $801K.

What does the chart on this CIBR ownership page compare?

The chart compares ARQ WEALTH ADVISORS, LLC's quarterly CIBR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARQ WEALTH ADVISORS, LLC time their CIBR position?

Based on 13F filing dates vs. subsequent CIBR price moves, ARQ WEALTH ADVISORS, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CIBR relative to SPY over the holding period was -7.5%.

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