Carson Wealth (CWM LLC)
FGB

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

Carson Wealth (CWM LLC)’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
-21,765
Closed -$94K – 5166
2025
Q1 		$94K Hold
21,765
– – ﹤0.01% 2474
2024
Q4 		$92K Buy
+21,765
New +$91K ﹤0.01% 2333

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Carson Wealth (CWM LLC)'s FGB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 21,765 shares — an estimated $94K sold.

Carson Wealth (CWM LLC) first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $94K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 21,765 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $94K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s First Trust Specialty Finance and Financial Opportunities Fund position peaked at $94K 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 Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.