CIBR — FIRST TR EXCHANGE TRADED FD

Ownership history in Green Ridge Wealth Planning LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Green Ridge Wealth Planning 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
2.22% (2025 Q4)
Avg. % of fund
2.22%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 60,732 — — 2.22% $4.3M $71.45
% 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% Enclave Advisors LLC 3.34% 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% Concorde Asset Management, LLC 3Y 7Y 2.13%
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