KPP Advisory Services’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

KPP Advisory Services’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	-12,500	Closed	-$53.8K	–	313
2025 Q1	$53.8K	Sell	12,500 -1,000	-7%	-$4.36K	0.01%	289
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	+$48.7K	0.01%	237
2023 Q4	–	Sell	-17,340	Closed	-$58.4K	–	148
2023 Q3	$58.4K	Buy	+17,340	New	+$58.1K	0.02%	212

Other funds holding FGB

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

KPP Advisory Services's FGB Position: Q2 2025 in Review

KPP Advisory Services sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 12,500 shares — an estimated $53.8K sold.

KPP Advisory Services first reported a position in FGB in Q3 2023 and held it in 6 quarters. The position peaked at $58.4K in Q3 2023. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

KPP Advisory Services reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
KPP Advisory Services sold 12,500 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $53.8K.
KPP Advisory Services first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2023 and held it in 6 quarters.
KPP Advisory Services's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $58.4K in Q3 2023.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on KPP Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.