Sit Investment Associates’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Sit Investment Associates’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	-1,145,200	Closed	-$4.92M	–	531
2025 Q1	$4.92M	Buy	1,145,200 +134,284	+13%	+$585K	0.12%	193
2024 Q4	$4.26M	Buy	1,010,916 +726,220	+255%	+$3.04M	0.1%	226
2024 Q3	$1.16M	Buy	+284,696	New	+$1.13M	0.03%	371

Other funds holding FGB

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

Sit Investment Associates's FGB Position: Q2 2025 in Review

Sit Investment Associates sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 1,145,200 shares — an estimated $4.92M sold.

Sit Investment Associates first reported a position in FGB in Q3 2024 and held it in 3 quarters. The position peaked at $4.92M in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Sit Investment Associates reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Sit Investment Associates sold 1,145,200 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $4.92M.
Sit Investment Associates first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2024 and held it in 3 quarters.
Sit Investment Associates's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $4.92M in Q1 2025.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Sit Investment Associates's 13F filing for Q2 2025, filed 14 Aug 2025.