Cetera Investment Advisers’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 |
-12,390
| Closed | -$53.3K | – | 4099 |
|
|
2025
Q1 | $53.3K | Hold |
12,390
| – | – | ﹤0.01% | 3847 |
|
|
2024
Q4 | $52.2K | Sell |
12,390
-900
| -7% | -$3.79K | ﹤0.01% | 3648 |
|
|
2024
Q3 | $54.1K | Hold |
13,290
| – | – | ﹤0.01% | 3597 |
|
|
2024
Q2 | $51.7K | Hold |
13,290
| – | – | ﹤0.01% | 3595 |
|
|
2024
Q1 | $50.1K | Buy |
+13,290
| New | +$50.1K | ﹤0.01% | 3565 |
|
|
2023
Q2 | – | Sell |
-17,068
| Closed | -$53.6K | – | 2218 |
|
|
2023
Q1 | $53.6K | Buy |
+17,068
| New | +$53.6K | ﹤0.01% | 2090 |
|