CIBR — FIRST TR EXCHANGE TRADED FD

Ownership history in Enclave Advisors LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Enclave Advisors LLC reported a position in FIRST TR EXCHANGE TRADED FD (CIBR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.05% (2025 Q3)
Avg. % of fund
2.62%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 329,755 -18,974 -5.4% 3.34% $23.6M $71.45
2025 Q3 ADDED 348,729 +52,092 +17.6% 4.05% $26.5M $75.80
2025 Q2 ADDED 296,637 +64,615 +27.8% 3.62% $22.4M $75.37
2025 Q1 ADDED 232,022 +88,499 +61.7% 2.49% $14.6M $62.75
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CIBR price (monthly, adj. close)

Other funds also holding CIBR

As of 2025 Q4 — sorted by position size

Plotkin Financial Advisors, LLC 4.13% Rockport Wealth LLC 3.97% SFI Advisors, LLC 3Y 3.84% Silverleafe Capital Partners, LLC 3Y 7Y 3.04% CASCADE INVESTMENT GROUP, INC. 3Y 2.82% Joseph Group Capital Management 3Y 2.74% O'Connor Financial Group LLC 2.36% StoneCrest Wealth Management, Inc. 2.25% Green Ridge Wealth Planning LLC 2.22% Concorde Asset Management, LLC 3Y 7Y 2.13%
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