Purchases and Sales Made in Q2 2025 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) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-626- 10.75% |
$2.27K - $2.68K
|
5.2K
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.34K- 13.35% |
$22.9K - $27.1K
|
41.1K
$171K
|