Avantax Advisory Services’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-17,792	Closed	-$42K	–	1071
2020 Q3	$42K	Buy	+17,792	New	+$50.6K	﹤0.01%	1338

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RVPG

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FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's FGB Position: Q4 2020 in Review

Avantax Advisory Services sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q4 2020, closing a stake of 17,792 shares — an estimated $42K sold.

Avantax Advisory Services first reported a position in FGB in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 28 funds tracked by Wall St. Rank hold FGB as of Q4 2020.

Avantax Advisory Services reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 17,792 First Trust Specialty Finance and Financial Opportunities Fund shares in Q4 2020, an estimated $42K.
Avantax Advisory Services first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $42K in Q3 2020.
28 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.