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First Citizens Bank & Trust’s iShares Floating Rate Bond ETF FLOT Stock Holding History

First Citizens Bank & Trust’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,972
Closed -$456K – 352
2023
Q2 		$456K Buy
+8,972
New +$453K 0.01% 262

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Citizens Bank & Trust's FLOT Position: Q3 2023 in Review

First Citizens Bank & Trust sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2023, closing a stake of 8,972 shares — an estimated $456K sold.

First Citizens Bank & Trust first reported a position in FLOT in Q2 2023 and held it in 1 quarter. The position peaked at $456K in Q2 2023. 609 funds tracked by Wall St. Rank hold FLOT as of Q3 2023.

  • First Citizens Bank & Trust reported no remaining iShares Floating Rate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • First Citizens Bank & Trust sold 8,972 iShares Floating Rate Bond ETF shares in Q3 2023, an estimated $456K.
  • First Citizens Bank & Trust first reported a position in iShares Floating Rate Bond ETF in Q2 2023 and held it in 1 quarter.
  • First Citizens Bank & Trust's iShares Floating Rate Bond ETF position peaked at $456K in Q2 2023.
  • 609 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2023.

Based on First Citizens Bank & Trust's 13F filing for Q3 2023, filed 30 Oct 2023.