AWS
FGB

Atria Wealth Solutions’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Atria Wealth Solutions’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
-11,000
Closed -$47.3K – 1604
2025
Q1 		$47.3K Buy
+11,000
New +$47.9K ﹤0.01% 1826
2023
Q4 		– Sell
-15,900
Closed -$53.6K – 1965
2023
Q3 		$53.6K Buy
+15,900
New +$53.3K ﹤0.01% 1813

Other funds holding FGB

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return