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

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

Atria Wealth Solutions's FGB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 11,000 shares — an estimated $47.3K sold.

Atria Wealth Solutions first reported a position in FGB in Q3 2023 and held it in 2 quarters. The position peaked at $53.6K in Q3 2023. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 11,000 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $47.3K.
Atria Wealth Solutions first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2023 and held it in 2 quarters.
Atria Wealth Solutions's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $53.6K in Q3 2023.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.