Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 2798 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4332 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4328 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4367 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4374 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4309 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4255 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4199 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4094 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4064 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3850 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3899 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3847 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3943 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3878 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3763 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3685 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3605 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3456 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3357 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3379 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3329 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3058 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3369 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3348 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3232 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2831 |
|