Ausdal Financial Partners’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,788
Closed -$63.6K 703
2025
Q1
$63.6K Buy
+14,788
New +$64.4K ﹤0.01% 634

Other funds holding FGB

Ausdal Financial Partners's FGB Position: Q2 2025 in Review

Ausdal Financial Partners sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 14,788 shares — an estimated $63.6K sold.

Ausdal Financial Partners first reported a position in FGB in Q1 2025 and held it in 1 quarter. The position peaked at $63.6K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Ausdal Financial Partners reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 14,788 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $63.6K.
  • Ausdal Financial Partners first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Ausdal Financial Partners's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $63.6K 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 Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.