Cambridge Investment Research Advisors
FGB

Cambridge Investment Research Advisors’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Cambridge Investment Research Advisors’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
-19,957
Closed -$86K – 3672
2025
Q1 		$86K Hold
19,957
– – ﹤0.01% 3368
2024
Q4 		$84K Buy
+19,957
New +$83.5K ﹤0.01% 3341

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Cambridge Investment Research Advisors's FGB Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 19,957 shares — an estimated $86K sold.

Cambridge Investment Research Advisors first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $86K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 19,957 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $86K.
  • Cambridge Investment Research Advisors first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $86K 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 Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.