A detailed history of Bdo Wealth Advisors, LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 16,456 shares of FGB stock, worth $69,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,456
Previous 17,624 6.63%
Holding current value
$69,938
Previous $55,000 3.64%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$2.87 - $3.39 $3,352 - $3,959
-1,168 Reduced 6.63%
16,456 $53,000
Q1 2023

May 09, 2023

SELL
$2.84 - $3.44 $31,345 - $37,967
-11,037 Reduced 38.51%
17,624 $55,000
Q4 2022

Jan 27, 2023

SELL
$2.84 - $3.6 $2,110 - $2,674
-743 Reduced 2.53%
28,661 $0
Q1 2022

May 06, 2022

SELL
$3.85 - $4.18 $10,972 - $11,913
-2,850 Reduced 8.84%
29,404 $123,000
Q3 2021

Nov 09, 2021

SELL
$3.88 - $4.3 $29,053 - $32,198
-7,488 Reduced 18.84%
32,254 $128,000
Q1 2021

May 14, 2021

BUY
$3.12 - $3.99 $123,995 - $158,570
39,742 New
39,742 $159,000

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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