First Citizens Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

First Citizens Asset Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,286	Closed	-$199K	–	44
2022 Q4	$199K	Sell	10,286 -833	-7%	-$16.6K	0.11%	33
2022 Q3	$228K	Buy	+11,119	New	+$240K	0.14%	24

Other funds holding PFFD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

First Citizens Asset Management's PFFD Position: Q1 2023 in Review

First Citizens Asset Management sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 10,286 shares — an estimated $199K sold.

First Citizens Asset Management first reported a position in PFFD in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q3 2022. 228 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

First Citizens Asset Management reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
First Citizens Asset Management sold 10,286 Global X US Preferred ETF shares in Q1 2023, an estimated $199K.
First Citizens Asset Management first reported a position in Global X US Preferred ETF in Q3 2022 and held it in 2 quarters.
First Citizens Asset Management's Global X US Preferred ETF position peaked at $228K in Q3 2022.
228 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on First Citizens Asset Management's 13F filing for Q1 2023, filed 15 May 2023.