Shaker Financial Services’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
Q1 | – | Sell |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $169K | Buy |
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|
2024
Q2 | $51.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $575K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $246K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $187K | Sell |
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|
2014
Q1 | $244K | Buy |
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