First Citizens Financial Corp’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,553	Closed	-$208K	–	102
2022 Q3	$208K	Buy	+6,553	New	+$220K	0.2%	86
2020 Q4	–	Sell	-9,643	Closed	-$351K	–	111
2020 Q3	$351K	Sell	9,643 -29,199	-75%	-$1.05M	0.35%	61
2020 Q2	$1.34M	Sell	38,842 -3,193	-8%	-$109K	1.4%	17
2020 Q1	$1.34M	Buy	42,035 +2,363	+6%	+$84.7K	1.76%	15
2019 Q4	$1.49M	Buy	+39,672	New	+$1.48M	1.47%	15

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Citizens Financial Corp's PFF Position: Q4 2022 in Review

First Citizens Financial Corp sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 6,553 shares — an estimated $208K sold.

First Citizens Financial Corp first reported a position in PFF in Q4 2019 and held it in 5 quarters. The position peaked at $1.49M in Q4 2019. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

First Citizens Financial Corp reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
First Citizens Financial Corp sold 6,553 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $208K.
First Citizens Financial Corp first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 5 quarters.
First Citizens Financial Corp's iShares Preferred and Income Securities ETF position peaked at $1.49M in Q4 2019.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on First Citizens Financial Corp's 13F filing for Q4 2022, filed 11 Jan 2023.