Absolute Investment Advisers’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Absolute Investment Advisers’s Portfolio FGB Stock Details FGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-147,697	Closed	-$635K	–	119
2025 Q1	$635K	Buy	147,697 +95,185	+181%	+$415K	0.09%	101
2024 Q4	$221K	Buy	+52,512	New	+$220K	0.03%	115

Other funds holding FGB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Absolute Investment Advisers's FGB Position: Q2 2025 in Review

Absolute Investment Advisers sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 147,697 shares — an estimated $635K sold.

Absolute Investment Advisers first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $635K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Absolute Investment Advisers reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Absolute Investment Advisers sold 147,697 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $635K.
Absolute Investment Advisers first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
Absolute Investment Advisers's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $635K in Q1 2025.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Absolute Investment Advisers's 13F filing for Q2 2025, filed 15 Jul 2025.