PSFG
FGB

Park Square Financial Group’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Park Square Financial Group’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
2025
Q2 		– Sell
-3,197
Closed -$13.7K – 1022
2025
Q1 		$13.7K Sell
3,197
-727
-19% -$3.17K 0.01% 529
2024
Q4 		$16.5K Buy
+3,924
New +$16.4K 0.01% 478

Other funds holding FGB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Park Square Financial Group's FGB Position: Q2 2025 in Review

Park Square Financial Group sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 3,197 shares — an estimated $13.7K sold.

Park Square Financial Group first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $16.5K in Q4 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Park Square Financial Group reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,197 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $13.7K.
  • Park Square Financial Group first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $16.5K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.