UPS
FGB

UHLMANN PRICE SECURITIES’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

UHLMANN PRICE SECURITIES’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
-64,884
Closed -$279K – 193
2025
Q1 		$279K Buy
64,884
+1,425
+2% +$6.13K 0.21% 122
2024
Q4 		$267K Buy
63,459
+1,443
+2% +$6.08K 0.2% 120
2024
Q3 		$252K Buy
+62,016
New +$252K 0.2% 135