Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $3.24M | Buy |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $3.04M | Buy |
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|
2019
Q1 | $2.9M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $2.31M | Buy |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $875K | Buy |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $163K | Hold |
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|
2017
Q1 | $167K | Buy |
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|
2016
Q4 | $140K | Sell |
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|
2016
Q3 | $146K | Hold |
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|
2016
Q2 | $129K | Sell |
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|
2016
Q1 | $137K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $229K | Buy |
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