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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,000
Closed -$47.3K – 1601
2025
Q1 		$47.3K Buy
+11,000
New +$47.3K ﹤0.01% 1817
2023
Q4 		– Sell
-15,900
Closed -$53.6K – 1950
2023
Q3 		$53.6K Buy
+15,900
New +$53.6K ﹤0.01% 1801