Equitable Holdings’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Equitable Holdings’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	-10,000	Closed	-$43K	–	1468
2025 Q1	$43K	Hold	10,000	–	–	﹤0.01%	1319
2024 Q4	$42.1K	Hold	10,000	–	–	﹤0.01%	1252
2024 Q3	$40.7K	Hold	10,000	–	–	﹤0.01%	1247
2024 Q2	$38.9K	Hold	10,000	–	–	﹤0.01%	1196
2024 Q1	$37.7K	Hold	10,000	–	–	﹤0.01%	1147
2023 Q4	$35.8K	Hold	10,000	–	–	﹤0.01%	1119
2023 Q3	$33.7K	Sell	10,000 -6,000	-38%	-$20.1K	﹤0.01%	1061
2023 Q2	$52.2K	Buy	+16,000	New	+$48.5K	﹤0.01%	1028

Other funds holding FGB

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

Equitable Holdings's FGB Position: Q2 2025 in Review

Equitable Holdings sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 10,000 shares — an estimated $43K sold.

Equitable Holdings first reported a position in FGB in Q2 2023 and held it in 8 quarters. The position peaked at $52.2K in Q2 2023. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Equitable Holdings reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Equitable Holdings sold 10,000 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $43K.
Equitable Holdings first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q2 2023 and held it in 8 quarters.
Equitable Holdings's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $52.2K in Q2 2023.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.