Future Financial Wealth Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Future Financial Wealth Management’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
2022 Q2	–	Sell	-3,200	Closed	-$13K	–	234
2022 Q1	$13K	Hold	3,200	–	–	0.01%	407
2021 Q4	$13K	Buy	+3,200	New	+$13.1K	0.01%	405

Other funds holding FGB

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

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

RJFSA

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

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

FHA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Future Financial Wealth Management's FGB Position: Q2 2022 in Review

Future Financial Wealth Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2022, closing a stake of 3,200 shares — an estimated $13K sold.

Future Financial Wealth Management first reported a position in FGB in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 29 funds tracked by Wall St. Rank hold FGB as of Q2 2022.

Future Financial Wealth Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 3,200 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2022, an estimated $13K.
Future Financial Wealth Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $13K in Q1 2022.
29 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.