Carson Wealth (CWM LLC)’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,765	Closed	-$94K	–	5162
2025 Q1	$94K	Hold	21,765	–	–	﹤0.01%	2472
2024 Q4	$92K	Buy	+21,765	New	+$92K	﹤0.01%	2331