WS
FGB

Wedbush Securities’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Wedbush Securities’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
-11,522
Closed -$50K – 1166
2025
Q1 		$50K Hold
11,522
– – ﹤0.01% 1088
2024
Q4 		$49K Hold
11,522
– – ﹤0.01% 1113
2024
Q3 		$47K Hold
11,522
– – ﹤0.01% 1079
2024
Q2 		$45K Buy
11,522
+1,000
+10% +$3.77K ﹤0.01% 1177
2024
Q1 		$40K Hold
10,522
– – ﹤0.01% 1214
2023
Q4 		$38K Buy
+10,522
New +$34.6K ﹤0.01% 1067

Other funds holding FGB

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Wedbush Securities's FGB Position: Q2 2025 in Review

Wedbush Securities sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 11,522 shares — an estimated $50K sold.

Wedbush Securities first reported a position in FGB in Q4 2023 and held it in 6 quarters. The position peaked at $50K in Q1 2025. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Wedbush Securities reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Wedbush Securities sold 11,522 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $50K.
  • Wedbush Securities first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2023 and held it in 6 quarters.
  • Wedbush Securities's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $50K 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 Wedbush Securities's 13F filing for Q2 2025, filed 6 Aug 2025.