CAG
FGB

Csenge Advisory Group’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Csenge Advisory Group’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
-23,980
Closed -$92.3K – 693
2025
Q1 		$92.3K Buy
23,980
+1,337
+6% +$5.83K 0.01% 654
2024
Q4 		$95.3K Sell
22,643
-1,998
-8% -$8.36K 0.01% 682
2024
Q3 		$101K Sell
24,641
-5,974
-20% -$23.6K 0.01% 691
2024
Q2 		$119K Sell
30,615
-1,155
-4% -$4.36K 0.01% 642
2024
Q1 		$120K Sell
31,770
-4,834
-13% -$17.4K 0.01% 685
2023
Q4 		$131K Sell
36,604
-8,267
-18% -$27.2K 0.01% 635
2023
Q3 		$151K Sell
44,871
-21,819
-33% -$73.1K 0.01% 603
2023
Q2 		$217K Sell
66,690
-5,571
-8% -$16.9K 0.01% 585
2023
Q1 		$227K Sell
72,261
-3,448
-5% -$11.1K 0.02% 529
2022
Q4 		$232K Buy
75,709
+18,215
+32% +$57.9K 0.02% 530
2022
Q3 		$164K Sell
57,494
-3,103
-5% -$10.5K 0.01% 575
2022
Q2 		$193K Buy
60,597
+27,656
+84% +$102K 0.02% 544
2022
Q1 		$138K Buy
+32,941
New +$133K 0.01% 609
2021
Q4 		– Sell
-25,842
Closed -$103K – 570
2021
Q3 		$103K Buy
+25,842
New +$106K 0.01% 560

Other funds holding FGB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Csenge Advisory Group's FGB Position: Q2 2025 in Review

Csenge Advisory Group sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 23,980 shares — an estimated $92.3K sold.

Csenge Advisory Group first reported a position in FGB in Q3 2021 and held it in 14 quarters. The position peaked at $232K in Q4 2022. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Csenge Advisory Group reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 23,980 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $92.3K.
  • Csenge Advisory Group first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2021 and held it in 14 quarters.
  • Csenge Advisory Group's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $232K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.