CIBR β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Summit Trail Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Summit Trail 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2025 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    CIBR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 30,290 β€” β€” 0.03% $2.3M $75.80

🏒 Other funds also holding CIBR

As of 2025 Q4 β€” 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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