NBC Securities’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 |
-72,081
| Closed | -$309K | – | 2478 |
|
|
2025
Q1 | $309K | Buy |
72,081
+72,075
| +1,201,250% | +$309K | 0.03% | 611 |
|
|
2024
Q4 | $26 | Sell |
6
-6,317
| -100% | -$27.4K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $25K | Hold |
6,323
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q2 | $24K | Hold |
6,323
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q1 | $23K | Hold |
6,323
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q4 | $22K | Hold |
6,323
| – | – | ﹤0.01% | 1442 |
|
|
2023
Q3 | $21K | Buy |
+6,323
| New | +$21K | ﹤0.01% | 1426 |
|