Mariner Independent Advisor Network’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-52,500	Closed	-$221K	–	554
2022 Q1	$221K	Buy	+52,500	New	+$212K	0.01%	501
2021 Q4	–	Sell	-54,133	Closed	-$215K	–	470
2021 Q3	$215K	Buy	54,133 +32	+0.1%	+$131	0.01%	459
2021 Q2	$219K	Buy	54,101 +30	+0.1%	+$125	0.01%	472
2021 Q1	$216K	Buy	+54,071	New	+$197K	0.01%	425

Other funds holding FGB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Mariner Independent Advisor Network's FGB Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2022, closing a stake of 52,500 shares — an estimated $221K sold.

Mariner Independent Advisor Network first reported a position in FGB in Q1 2021 and held it in 4 quarters. The position peaked at $221K in Q1 2022. 29 funds tracked by Wall St. Rank hold FGB as of Q2 2022.

Mariner Independent Advisor Network reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 52,500 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2022, an estimated $221K.
Mariner Independent Advisor Network first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q1 2021 and held it in 4 quarters.
Mariner Independent Advisor Network's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $221K in Q1 2022.
29 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.