Number of Shares
937,794.00
Current Holdings Value*
$17.54 Mil
% of Portfolio
3.8%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
5.39%

Citizens Business Bank's First Trust Institutional Preferred Securities and Income ETF Holding Summary

As of 2025-03-31, Citizens Business Bank held 937,794.00 shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling $17.54 Mil. This investment constitutes 3.8% of their stock portfolio, and Citizens Business Bank now holds 1.15% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.

The initial trade took place in 2022Q4. And since then Citizens Business Bank has made 4 purchases of FPEI, at an average price of $17.77, for a total of 1.15 Mil shares. In addition, there have been 6 sales at an average price of $17.57 for 207,436.00 shares. Based on historical transaction data and FPEI's current price of $18.99, Citizens Business Bank's estimated gain on his FPEI holdings is $1.10 Mil, reflecting a 5.39% gain to date.

Citizens Business Bank FPEI ($18.99) Holding Chart

Citizens Business Bank FPEI ($18.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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