First Citizens Financial Corp’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

First Citizens Financial Corp’s Portfolio CSPF Stock Details CSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$570K	Buy	22,642 +4,680	+26%	+$121K	0.24%	85
2026 Q2	$468K	Buy	17,962 +6,537	+57%	+$170K	0.2%	95
2026 Q1	$293K	Buy	+11,425	New	+$298K	0.14%	113

Other funds holding CSPF

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

First Citizens Financial Corp's CSPF Position: Q3 2026 in Review

First Citizens Financial Corp increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 26% in Q3 2026, buying an estimated $121K and bringing the position to 22,642 shares worth $570K. The position accounts for 0.24% of the portfolio, ranked #85.

First Citizens Financial Corp first reported a position in CSPF in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

First Citizens Financial Corp held 22,642 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $570K as of Q3 2026.
First Citizens Financial Corp bought 4,680 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q3 2026, an estimated $121K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.24% of First Citizens Financial Corp's portfolio in Q3 2026, its #85 holding.
First Citizens Financial Corp first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2026 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.