CIBR β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Concorde Asset Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Concorde Asset Management, LLC reported FIRST TR EXCHANGE TRADED FD (CIBR) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.77% in 2024 Q1. The latest visible filing shows CIBR at 2.13% 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 Concorde Asset Management, 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 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.77% in 2024 Q1

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.

How Concorde Asset Management, LLC held CIBR β€” position size vs. price
% of Fund (quarterly)    CIBR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 74,410 +1,363 +1.9% 2.13% $5.3M 2026-02-14 (Est.) $66.71
2025 Q3 ADDED 73,047 +69,087 +1744.6% 2.35% $5.6M 2025-11-14 $74.41
2024 Q2 REDUCED 3,960 -67,902 -94.5% 0.14% $223K 2024-08-12 $54.56
2024 Q1 ADDED 71,862 +67,934 +1729.5% 2.77% $4.1M 2024-05-15 $55.56
2023 Q4 INITIATED 3,928 β€” β€” 0.14% $211K 2024-02-15 $58.11

FAQ About Concorde Asset Management, 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 Concorde Asset Management, LLC reported owning CIBR?

Concorde Asset Management, LLC reported CIBR across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CIBR position in Concorde Asset Management, LLC's portfolio?

The largest reported portfolio weight for CIBR was 2.77% in 2024 Q1.

What is the latest reported CIBR position on this page?

The most recent filing on this page is 2025 Q4, when Concorde Asset Management, LLC reported 74,410 shares, equal to 2.13% of portfolio, with an estimated market value of $5.3M.

What does the chart on this CIBR ownership page compare?

The chart compares Concorde Asset Management, 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.

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