L.M. Kohn & Company’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 |
-11,800
| Closed | -$50.7K | – | 283 |
|
|
2025
Q1 | $50.7K | Buy |
+11,800
| New | +$50.7K | 0.01% | 274 |
|
|
2024
Q4 | – | Sell |
-11,800
| Closed | -$48K | – | 273 |
|
|
2024
Q3 | $48K | Buy |
+11,800
| New | +$48K | 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 | +$42.2K | 0.01% | 245 |
|