FCBT
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First Citizens Bank & Trust’s Ethan Allen Interiors ETD Stock Holding History

First Citizens Bank & Trust’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Sell
13,512
-48
-0.4% -$1.02K ﹤0.01% 557
2026
Q1 		$302K Buy
13,560
+29
+0.2% +$674 0.01% 548
2025
Q4 		$309K Sell
13,531
-111
-0.8% -$2.77K 0.01% 545
2025
Q3 		$402K Sell
13,642
-837
-6% -$24.7K 0.01% 480
2025
Q2 		$403K Buy
+14,479
New +$391K 0.01% 484
2022
Q2 		– Sell
-8,046
Closed -$210K – 413
2022
Q1 		$210K Sell
8,046
-105
-1% -$2.71K 0.01% 403
2021
Q4 		$215K Sell
8,151
-1,237
-13% -$30.2K 0.01% 400
2021
Q3 		$222K Sell
9,388
-282
-3% -$6.96K 0.01% 377
2021
Q2 		$267K Buy
9,670
+866
+10% +$25K 0.01% 325
2021
Q1 		$243K Sell
8,804
-3,305
-27% -$83.2K 0.01% 344
2020
Q4 		$245K Sell
12,109
-1,018
-8% -$18K 0.01% 322
2020
Q3 		$178K Buy
+13,127
New +$173K 0.01% 353
2017
Q2 		– Sell
-7,149
Closed -$219K – 449
2017
Q1 		$219K Buy
7,149
+335
+5% +$10.2K 0.03% 439
2016
Q4 		$251K Sell
6,814
-3,124
-31% -$105K 0.03% 388
2016
Q3 		$311K Sell
9,938
-3,373
-25% -$114K 0.03% 391
2016
Q2 		$440K Sell
13,311
-1,376
-9% -$44.5K 0.04% 308
2016
Q1 		$467K Buy
+14,687
New +$410K 0.04% 279

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GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return