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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-132,443
Closed -$570K 1126
2025
Q1
$570K Buy
132,443
+17,555
+15% +$75.5K 0.03% 479
2024
Q4
$484K Buy
114,888
+6,890
+6% +$29K 0.02% 494
2024
Q3
$440K Buy
107,998
+12,408
+13% +$50.5K 0.03% 506
2024
Q2
$372K Buy
+95,590
New +$372K 0.03% 506