KPP Advisory Services’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,500
| Closed | -$53.8K | – | 313 |
|
|
2025
Q1 | $53.8K | Sell |
12,500
-1,000
| -7% | -$4.3K | 0.01% | 288 |
|
|
2024
Q4 | $56.8K | Hold |
13,500
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $54.9K | Hold |
13,500
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $52.5K | Hold |
13,500
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $50.9K | Buy |
+13,500
| New | +$50.9K | 0.01% | 237 |
|
|
2023
Q4 | – | Sell |
-17,340
| Closed | -$58.4K | – | 148 |
|
|
2023
Q3 | $58.4K | Buy |
+17,340
| New | +$58.4K | 0.02% | 212 |
|