IFP Advisors’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Sell |
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|
2025
Q1 | $25K | Sell |
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|
2024
Q4 | $28.7K | Hold |
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|
2024
Q3 | $27.8K | Buy |
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|
2024
Q2 | $23.2K | Sell |
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|
2024
Q1 | $24.3K | Sell |
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|
2023
Q4 | $30.5K | Hold |
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|
2023
Q3 | $28.7K | Sell |
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|
2023
Q2 | $49.6K | Hold |
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|
2023
Q1 | $92.1K | Sell |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $103K | Buy |
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|
2019
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $3K | Buy |
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|
2015
Q4 | $1K | Buy |
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