First Trust Advisors
CIA icon

First Trust Advisors’s Citizens CIA Stock Holding History

First Trust Advisors’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-121,694
Closed -$293K – 2378
2023
Q2 		$293K Buy
121,694
+542
+0.4% +$1.24K ﹤0.01% 2242
2023
Q1 		$449K Buy
121,152
+9,241
+8% +$25.6K ﹤0.01% 2161
2022
Q4 		$238K Sell
111,911
-8,129
-7% -$22.7K ﹤0.01% 2346
2022
Q3 		$401K Buy
+120,040
New +$456K ﹤0.01% 2276

Other funds holding CIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors's CIA Position: Q3 2023 in Review

First Trust Advisors sold out of Citizens (CIA) in Q3 2023, closing a stake of 121,694 shares — an estimated $293K sold.

First Trust Advisors first reported a position in CIA in Q3 2022 and held it in 4 quarters. The position peaked at $449K in Q1 2023. 36 funds tracked by Wall St. Rank hold CIA as of Q3 2023.

  • First Trust Advisors reported no remaining Citizens position as of Q3 2023 after selling out during the quarter.
  • First Trust Advisors sold 121,694 Citizens shares in Q3 2023, an estimated $293K.
  • First Trust Advisors first reported a position in Citizens in Q3 2022 and held it in 4 quarters.
  • First Trust Advisors's Citizens position peaked at $449K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Citizens as of Q3 2023.

Based on First Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.