BEI
FGB

Benjamin Edwards Inc’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Benjamin Edwards Inc’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
2021
Q1 		– Sell
-594
Closed -$2K – 381
2020
Q4 		$2K Buy
+594
New +$1.72K ﹤0.01% 363

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Osaic Holdings
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Commonwealth Equity Services
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FHA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Benjamin Edwards Inc's FGB Position: Q1 2021 in Review

Benjamin Edwards Inc sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q1 2021, closing a stake of 594 shares — an estimated $2K sold.

Benjamin Edwards Inc first reported a position in FGB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 27 funds tracked by Wall St. Rank hold FGB as of Q1 2021.

  • Benjamin Edwards Inc reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Benjamin Edwards Inc sold 594 First Trust Specialty Finance and Financial Opportunities Fund shares in Q1 2021, an estimated $2K.
  • Benjamin Edwards Inc first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Benjamin Edwards Inc's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $2K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q1 2021.

Based on Benjamin Edwards Inc's 13F filing for Q1 2021, filed 14 May 2021.