Wells Fargo’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $200K | Buy |
|
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $186K | Buy |
|
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $196K | Buy |
|
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $196K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $77K | Sell |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $188K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $187K | Buy |
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|
2019
Q4 | $464K | Sell |
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|
2019
Q3 | $494K | Buy |
|
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $558K | Sell |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.67M | Buy |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.66M | Sell |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $4.52M | Sell |
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|
2017
Q2 | $4.83M | Sell |
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|
2017
Q1 | $4.99M | Sell |
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|
2016
Q4 | $5.12M | Buy |
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|
2016
Q3 | $4.61M | Buy |
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|
2016
Q2 | $3.37M | Sell |
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|
2016
Q1 | $3.43M | Buy |
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|
2015
Q4 | $3.09M | Sell |
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|
2015
Q3 | $3.35M | Buy |
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|
2015
Q2 | $3.57M | Buy |
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|
2015
Q1 | $4.07M | Buy |
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|
2014
Q4 | $4.06M | Buy |
|
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|
2014
Q3 | $4.2M | Buy |
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|
2014
Q2 | $3.01M | Sell |
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|
2014
Q1 | $3.07M | Sell |
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|
2013
Q4 | $4.24M | Sell |
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|
2013
Q3 | $5.87M | Buy |
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|
2013
Q2 | $5.66M | Buy |
|