Raymond James Financial
FGB

Raymond James Financial’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Raymond James Financial’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
-57,855
Closed -$249K – 7018
2025
Q1 		$249K Sell
57,855
-15,000
-21% -$65.4K ﹤0.01% 4310
2024
Q4 		$307K Buy
+72,855
New +$305K ﹤0.01% 4170

Other funds holding FGB

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

Raymond James Financial's FGB Position: Q2 2025 in Review

Raymond James Financial sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 57,855 shares — an estimated $249K sold.

Raymond James Financial first reported a position in FGB in Q4 2024 and held it in 2 quarters. The position peaked at $307K in Q4 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Raymond James Financial reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 57,855 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $249K.
  • Raymond James Financial first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $307K 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 Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.