MCM
FGB

Mendel Capital Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Mendel Capital Management’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,940
Closed -$85.7K – 96
2025
Q1 		$85.7K Hold
19,940
– – 0.05% 97
2024
Q4 		$83.9K Hold
19,940
– – 0.05% 93
2024
Q3 		$81.2K Hold
19,940
– – 0.05% 94
2024
Q2 		$77.6K Hold
19,940
– – 0.05% 96
2024
Q1 		$75.2K Buy
+19,940
New +$75.2K 0.05% 96