LPL Financial’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 | – | Sell |
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|
2025
Q1 | $4.47M | Sell |
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|
2024
Q4 | $4.49M | Buy |
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|
2024
Q3 | $4.34M | Sell |
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|
2024
Q2 | $4.33M | Buy |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.92M | Buy |
|
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $945K | Buy |
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|
2021
Q1 | $869K | Buy |
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|
2020
Q4 | $660K | Buy |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $143K | Buy |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $375K | Buy |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $327K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $412K | Buy |
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|
2016
Q2 | $112K | Sell |
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|
2016
Q1 | $224K | Buy |
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|
2015
Q4 | $141K | Buy |
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|
2015
Q3 | $69K | Sell |
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|
2015
Q2 | $87K | Buy |
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|
2015
Q1 | $76K | Sell |
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|
2014
Q4 | $333K | Sell |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $126K | Buy |
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|
2014
Q1 | $102K | Sell |
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|
2013
Q4 | $119K | Buy |
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|
2013
Q3 | $111K | Buy |
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|
2013
Q2 | $114K | Buy |
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