BAM
FGB

Belpointe Asset Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Belpointe Asset Management’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
-10,252
Closed -$44.1K – 969
2025
Q1 		$44.1K Sell
10,252
-1,403
-12% -$6.11K ﹤0.01% 904
2024
Q4 		$45.8K Hold
11,655
– – ﹤0.01% 846
2024
Q3 		$47.4K Buy
11,655
+102
+0.9% +$404 ﹤0.01% 857
2024
Q2 		$44.9K Buy
+11,553
New +$43.6K ﹤0.01% 771

Other funds holding FGB

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Belpointe Asset Management's FGB Position: Q2 2025 in Review

Belpointe Asset Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 10,252 shares — an estimated $44.1K sold.

Belpointe Asset Management first reported a position in FGB in Q2 2024 and held it in 4 quarters. The position peaked at $47.4K in Q3 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Belpointe Asset Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 10,252 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $44.1K.
  • Belpointe Asset Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q2 2024 and held it in 4 quarters.
  • Belpointe Asset Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $47.4K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.