CIBR — FIRST TRUST NASDAQ CEA CYBERSECURITY ETF

Ownership history in IAM Advisory, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in FIRST TRUST NASDAQ CEA CYBERSECURITY ETF (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
1.96% (2023 Q4)
Avg. % of fund
1.23%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 104,112 -503 -0.5% 1.65% $7.4M $71.45
2025 Q3 REDUCED 104,615 -3,048 -2.8% 1.79% $8.0M $75.80
2025 Q2 ADDED 107,663 +18,871 +21.3% 1.95% $8.1M $75.37
2025 Q1 ADDED 88,792 +1,747 +2.0% 1.45% $5.6M $62.75
14 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% 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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