CF Capital’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

CF Capital’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	-96,932	Closed	-$382K	–	41
2025 Q1	$382K	Sell	96,932 -82,568	-46%	-$360K	0.39%	37
2024 Q4	$756K	Buy	+179,500	New	+$751K	0.81%	30

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CF Capital's FGB Position: Q2 2025 in Review

CF Capital sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 96,932 shares — an estimated $382K sold.

CF Capital first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $756K in Q4 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

CF Capital reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
CF Capital sold 96,932 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $382K.
CF Capital first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
CF Capital's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $756K in Q4 2024.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on CF Capital's 13F filing for Q2 2025, filed 14 Aug 2025.