Cetera Investment Advisers’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Cetera Investment Advisers’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	-12,390	Closed	-$53.3K	–	4144
2025 Q1	$53.3K	Hold	12,390	–	–	﹤0.01%	3851
2024 Q4	$52.2K	Sell	12,390 -900	-7%	-$3.76K	﹤0.01%	3653
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	+$47.9K	﹤0.01%	3565
2023 Q2	–	Sell	-17,068	Closed	-$53.6K	–	2238
2023 Q1	$53.6K	Buy	+17,068	New	+$55.1K	﹤0.01%	2090

Other funds holding FGB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Investment Advisers's FGB Position: Q2 2025 in Review

Cetera Investment Advisers sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 12,390 shares — an estimated $53.3K sold.

Cetera Investment Advisers first reported a position in FGB in Q1 2023 and held it in 6 quarters. The position peaked at $54.1K in Q3 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Cetera Investment Advisers reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Cetera Investment Advisers sold 12,390 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $53.3K.
Cetera Investment Advisers first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q1 2023 and held it in 6 quarters.
Cetera Investment Advisers's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $54.1K in Q3 2024.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.