Creative Planning’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
2017 Q3	–	Sell	-7,150	Closed	-$52K	–	2436
2017 Q2	$52K	Buy	+7,150	New	+$52K	﹤0.01%	2462
2015 Q1	–	Sell	-120	Closed	-$1K	–	4113
2014 Q4	$1K	Buy	+120	New	+$1K	﹤0.01%	3848