CIBR — FIRST TR EXCHANGE TRADED FD

Ownership history in HERBST GROUP, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which HERBST GROUP, 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
0.22% (2025 Q3)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,700 +100 +2.2% 0.22% $357K $75.80
2025 Q2 INITIATED 4,600 — — 0.21% $348K $75.37
% 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% Green Ridge Wealth Planning LLC 2.22%
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