Quarterly Transactions Made in First Trust Specialty Finance & Financial Opportunities Fund (FGB)
This table provides information about the institutional ownership of First Trust Specialty Finance & Financial Opportunities Fund (FGB). The information is specifically focused on institutions that hold shares of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND.
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q2 2022 | 282,800 | 74,334 | 357,134 | 48,592 | 80,571 | 129,163 | 227,971 | |
| Q3 2022 | 244,172 | 50,545 | 294,717 | 62,617 | 0 | 62,617 | 232,100 | |
| Q4 2022 | 76,280 | 23,750 | 100,030 | 296,533 | 0 | 296,533 | -196,503 | |
| Q1 2023 | 276,332 | 682,367 | 958,699 | 25,185 | 0 | 25,185 | 933,514 | |
| Q2 2023 | 269,090 | 93,670 | 362,760 | 269,073 | 0 | 269,073 | 93,687 | |
| Q3 2023 | 393,455 | 342,400 | 735,855 | 238,846 | 0 | 238,846 | 497,009 | |
| Q4 2023 | 649,390 | 283,987 | 933,377 | 396,125 | 0 | 396,125 | 537,252 | |
| Q1 2024 | 689,795 | 698,330 | 1,388,125 | 173,140 | 0 | 173,140 | 1,214,985 | |
| Q2 2024 | 812,436 | 319,532 | 1,131,968 | 597,672 | 0 | 597,672 | 534,296 | |
| Q3 2024 | 303,643 | 564,950 | 868,593 | 567,242 | 0 | 567,242 | 301,351 | |
| Q4 2024 | 913,949 | 519,704 | 1,433,653 | 383,468 | 0 | 383,468 | 1,050,185 | |
| Q1 2025 | 502,062 | 43,356 | 545,418 | 236,356 | 0 | 236,356 | 309,062 | |
| Q2 2025 | — | 6,962 | 0 | 6,962 | -6,962 | |||