Creative Financial Designs’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Creative Financial Designs’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
2020 Q4	–	Sell	-8,400	Closed	-$19K	–	1252
2020 Q3	$19K	Hold	8,400	–	–	﹤0.01%	666
2020 Q2	$27K	Buy	+8,400	New	+$26.4K	0.01%	531

Other funds holding FGB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Financial Designs's FGB Position: Q4 2020 in Review

Creative Financial Designs sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q4 2020, closing a stake of 8,400 shares — an estimated $19K sold.

Creative Financial Designs first reported a position in FGB in Q2 2020 and held it in 2 quarters. The position peaked at $27K in Q2 2020. 28 funds tracked by Wall St. Rank hold FGB as of Q4 2020.

Creative Financial Designs reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Creative Financial Designs sold 8,400 First Trust Specialty Finance and Financial Opportunities Fund shares in Q4 2020, an estimated $19K.
Creative Financial Designs first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q2 2020 and held it in 2 quarters.
Creative Financial Designs's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $27K in Q2 2020.
28 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q4 2020.

Based on Creative Financial Designs's 13F filing for Q4 2020, filed 8 Jan 2021.