Osaic Holdings’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 | $173K | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | $159K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $176K | Buy |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $703K | Buy |
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|
2020
Q3 | $504K | Buy |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $500K | Buy |
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