First Trust Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

First Trust Advisors’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59M	Buy	203,077 +15,750	+8%	+$206K	﹤0.01%	1800
2025 Q4	$2.47M	Buy	187,327 +11,360	+6%	+$149K	﹤0.01%	1780
2025 Q3	$2.31M	Buy	175,967 +35,568	+25%	+$467K	﹤0.01%	1770
2025 Q2	$1.82M	Buy	140,399 +54,552	+64%	+$712K	﹤0.01%	1857
2025 Q1	$1.16M	Buy	85,847 +14,411	+20%	+$192K	﹤0.01%	1996
2024 Q4	$907K	Buy	71,436 +9,154	+15%	+$118K	﹤0.01%	2090
2024 Q3	$823K	Buy	62,282 +9,399	+18%	+$120K	﹤0.01%	2061
2024 Q2	$654K	Buy	52,883 +11,063	+26%	+$137K	﹤0.01%	2065
2024 Q1	$522K	Buy	41,820 +12,891	+45%	+$158K	﹤0.01%	2133
2023 Q4	$345K	Buy	28,929 +5,835	+25%	+$70.1K	﹤0.01%	2214
2023 Q3	$278K	Buy	23,094 +353	+2%	+$4.18K	﹤0.01%	2255
2023 Q2	$269K	Buy	22,741 +1,866	+9%	+$22.3K	﹤0.01%	2258
2023 Q1	$257K	Buy	20,875 +732	+4%	+$9.47K	﹤0.01%	2267
2022 Q4	$258K	Buy	20,143 +94	+0.5%	+$1.22K	﹤0.01%	2329
2022 Q3	$269K	Buy	+20,049	New	+$286K	﹤0.01%	2349

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors's FINS Position: Q1 2026 in Review

First Trust Advisors increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 8.4% in Q1 2026, buying an estimated $206K and bringing the position to 203,077 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

First Trust Advisors first reported a position in FINS in Q3 2022 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

First Trust Advisors held 203,077 shares of Angel Oak Financial Strategies Income Term Trust worth $2.59M as of Q1 2026.
First Trust Advisors bought 15,750 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $206K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1800 holding.
First Trust Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2022 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.