First Citizens Financial Corp’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.57M	Buy	73,581 +9,182	+14%	+$322K	1.07%	28
2026 Q1	$2.23M	Buy	64,399 +13,363	+26%	+$473K	1.05%	28
2025 Q4	$1.81M	Buy	51,036 +4,725	+10%	+$168K	0.89%	30
2025 Q3	$1.66M	Buy	46,311 +8,997	+24%	+$319K	0.82%	36
2025 Q2	$1.32M	Sell	37,314 -1,753	-4%	-$60.7K	0.73%	38
2025 Q1	$1.36M	Buy	39,067 +2,515	+7%	+$88.2K	0.77%	35
2024 Q4	$1.27M	Buy	36,552 +2,642	+8%	+$93.1K	0.69%	34
2024 Q3	$1.21M	Sell	33,910 -194	-0.6%	-$6.8K	0.64%	38
2024 Q2	$1.18M	Buy	34,104 +821	+2%	+$28.2K	0.7%	36
2024 Q1	$1.17M	Buy	33,283 +754	+2%	+$26.2K	0.69%	37
2023 Q4	$1.13M	Buy	32,529 +11,091	+52%	+$372K	0.73%	35
2023 Q3	$716K	Buy	21,438 +4,121	+24%	+$140K	0.5%	45
2023 Q2	$590K	Buy	+17,317	New	+$588K	0.4%	50

Other funds holding PHYL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

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

First Citizens Financial Corp increased its PGIM Active High Yield Bond ETF (PHYL) stake by 14% in Q2 2026, buying an estimated $322K and bringing the position to 73,581 shares worth $2.57M. The position accounts for 1.07% of the portfolio, ranked #28.

First Citizens Financial Corp first reported a position in PHYL in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

First Citizens Financial Corp held 73,581 shares of PGIM Active High Yield Bond ETF worth $2.57M as of Q2 2026.
First Citizens Financial Corp bought 9,182 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $322K.
PGIM Active High Yield Bond ETF made up 1.07% of First Citizens Financial Corp's portfolio in Q2 2026, its #28 holding.
First Citizens Financial Corp first reported a position in PGIM Active High Yield Bond ETF in Q2 2023 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

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