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First Citizens Bank & Trust’s ActivePassive US Equity ETF APUE Stock Holding History

First Citizens Bank & Trust’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,984
Closed -$286K – 511
2024
Q4 		$286K Buy
+7,984
New +$289K 0.01% 400

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Citizens Bank & Trust's APUE Position: Q1 2025 in Review

First Citizens Bank & Trust sold out of ActivePassive US Equity ETF (APUE) in Q1 2025, closing a stake of 7,984 shares — an estimated $286K sold.

First Citizens Bank & Trust first reported a position in APUE in Q4 2024 and held it in 1 quarter. The position peaked at $286K in Q4 2024. 40 funds tracked by Wall St. Rank hold APUE as of Q1 2025.

  • First Citizens Bank & Trust reported no remaining ActivePassive US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 7,984 ActivePassive US Equity ETF shares in Q1 2025, an estimated $286K.
  • First Citizens Bank & Trust first reported a position in ActivePassive US Equity ETF in Q4 2024 and held it in 1 quarter.
  • First Citizens Bank & Trust's ActivePassive US Equity ETF position peaked at $286K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2025.

Based on First Citizens Bank & Trust's 13F filing for Q1 2025, filed 14 Apr 2025.