FCFC
CSPF

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
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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

First Citizens Financial Corp's CSPF Position: Q2 2026 in Review

First Citizens Financial Corp increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 57% in Q2 2026, buying an estimated $170K and bringing the position to 17,962 shares worth $468K. The position accounts for 0.2% of the portfolio, ranked #95.

First Citizens Financial Corp first reported a position in CSPF in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • First Citizens Financial Corp held 17,962 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $468K as of Q2 2026.
  • First Citizens Financial Corp bought 6,537 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $170K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.2% of First Citizens Financial Corp's portfolio in Q2 2026, its #95 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 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.