Atomi Financial Group’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Atomi Financial Group’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	-132,443	Closed	-$570K	–	1139
2025 Q1	$570K	Buy	132,443 +17,555	+15%	+$76.5K	0.03%	480
2024 Q4	$484K	Buy	114,888 +6,890	+6%	+$28.8K	0.02%	494
2024 Q3	$440K	Buy	107,998 +12,408	+13%	+$49.1K	0.03%	506
2024 Q2	$372K	Buy	+95,590	New	+$361K	0.03%	506

Other funds holding FGB

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

Atomi Financial Group's FGB Position: Q2 2025 in Review

Atomi Financial Group sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 132,443 shares — an estimated $570K sold.

Atomi Financial Group first reported a position in FGB in Q2 2024 and held it in 4 quarters. The position peaked at $570K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Atomi Financial Group reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Atomi Financial Group sold 132,443 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $570K.
Atomi Financial Group first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q2 2024 and held it in 4 quarters.
Atomi Financial Group's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $570K 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 Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.