L.M. Kohn & Company’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

L.M. Kohn & Company’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	-11,800	Closed	-$50.7K	–	283
2025 Q1	$50.7K	Buy	+11,800	New	+$51.4K	0.01%	274
2024 Q4	–	Sell	-11,800	Closed	-$48K	–	273
2024 Q3	$48K	Buy	+11,800	New	+$46.7K	0.01%	284
2024 Q2	–	Sell	-11,800	Closed	-$44.5K	–	276
2024 Q1	$44.5K	Hold	11,800	–	–	0.01%	272
2023 Q4	$42.2K	Buy	+11,800	New	+$38.8K	0.01%	245

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L.M. Kohn & Company's FGB Position: Q2 2025 in Review

L.M. Kohn & Company sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 11,800 shares — an estimated $50.7K sold.

L.M. Kohn & Company first reported a position in FGB in Q4 2023 and held it in 4 quarters. The position peaked at $50.7K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

L.M. Kohn & Company reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 11,800 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $50.7K.
L.M. Kohn & Company first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2023 and held it in 4 quarters.
L.M. Kohn & Company's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $50.7K in Q1 2025.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.