SB
FGB

Strategic Blueprint’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-2,000
Closed -$8K – 691
2021
Q2 		$8K Buy
+2,000
New +$8.32K ﹤0.01% 1001

Other funds holding FGB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Strategic Blueprint's FGB Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q3 2021, closing a stake of 2,000 shares — an estimated $8K sold.

Strategic Blueprint first reported a position in FGB in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 29 funds tracked by Wall St. Rank hold FGB as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 2,000 First Trust Specialty Finance and Financial Opportunities Fund shares in Q3 2021, an estimated $8K.
  • Strategic Blueprint first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $8K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.