CCP
FGB

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

Clough Capital Partners’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
2024
Q1 		– Sell
-12,542
Closed -$44.9K – 142
2023
Q4 		$44.9K Buy
+12,542
New +$41.2K 0.01% 192

Other funds holding FGB

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Clough Capital Partners's FGB Position: Q1 2024 in Review

Clough Capital Partners sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q1 2024, closing a stake of 12,542 shares — an estimated $44.9K sold.

Clough Capital Partners first reported a position in FGB in Q4 2023 and held it in 1 quarter. The position peaked at $44.9K in Q4 2023. 36 funds tracked by Wall St. Rank hold FGB as of Q1 2024.

  • Clough Capital Partners reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 12,542 First Trust Specialty Finance and Financial Opportunities Fund shares in Q1 2024, an estimated $44.9K.
  • Clough Capital Partners first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Clough Capital Partners's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $44.9K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.