SIA
FGB

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 Shares
Change % 		Capital Flow 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% +$577K 0.12% 193
2024
Q4 		$4.26M Buy
1,010,916
+726,220
+255% +$3.06M 0.1% 226
2024
Q3 		$1.16M Buy
+284,696
New +$1.16M 0.03% 371