A detailed history of Ifp Advisors, Inc transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,969 shares of FGB stock, worth $25,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,969
Previous 6,436 7.26%
Holding current value
$25,487
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$3.52 - $3.92 $1,643 - $1,830
-467 Reduced 7.26%
5,969 $23,000
Q1 2024

Jul 30, 2024

SELL
$3.5 - $3.77 $7,287 - $7,849
-2,082 Reduced 24.44%
6,436 $24,000
Q3 2023

Oct 12, 2023

SELL
$3.17 - $3.48 $21,232 - $23,309
-6,698 Reduced 44.02%
8,518 $28,000
Q1 2023

Apr 18, 2023

SELL
$2.84 - $3.44 $3,498 - $4,238
-1,232 Reduced 7.49%
15,216 $47,000
Q4 2022

Feb 07, 2023

SELL
$2.84 - $3.6 $2,822 - $3,578
-994 Reduced 5.7%
16,448 $101,000
Q3 2022

Nov 08, 2022

BUY
$2.8 - $3.77 $1,752 - $2,360
626 Added 3.72%
17,442 $107,000
Q2 2022

Sep 06, 2022

BUY
$3.06 - $4.24 $51,456 - $71,299
16,816 New
16,816 $103,000
Q2 2022

Aug 12, 2022

SELL
$3.06 - $4.24 $51,456 - $71,299
-16,816 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$3.85 - $4.18 $64,741 - $70,290
16,816 New
16,816 $70,000
Q3 2019

Nov 07, 2019

SELL
$5.75 - $6.39 $2,397 - $2,664
-417 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$5.28 - $6.29 $881 - $1,050
167 Added 66.8%
417 $3,000
Q2 2016

Jun 03, 2019

SELL
N/A
-167 Reduced 40.05%
250 $2,000
Q1 2016

Jun 03, 2019

BUY
N/A
417
417 $3,000

Others Institutions Holding FGB

About FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND


  • Ticker FGB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty fi...
More about FGB
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