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 | |||
| Q3 2021 | 76,089 | 234,343 | 310,432 | 104,839 | 58,667 | 163,506 | 146,926 | |
| Q4 2021 | 115,754 | 267,701 | 383,455 | 80,672 | 107,376 | 188,048 | 195,407 | |
| Q1 2022 | 386,774 | 108,149 | 494,923 | 359,083 | 191,347 | 550,430 | -55,507 | |
| 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 | 651,617 | 927,949 | 25,185 | 0 | 25,185 | 902,764 | |
| Q2 2023 | 269,090 | 93,670 | 362,760 | 269,073 | 0 | 269,073 | 93,687 | |
| Q3 2023 | 390,455 | 342,400 | 732,855 | 238,846 | 0 | 238,846 | 494,009 | |
| Q4 2023 | 643,190 | 280,777 | 923,967 | 396,125 | 0 | 396,125 | 527,842 | |
| Q1 2024 | 689,795 | 653,280 | 1,343,075 | 173,140 | 0 | 173,140 | 1,169,935 | |
| Q2 2024 | 812,436 | 199,678 | 1,012,114 | 547,739 | 0 | 547,739 | 464,375 | |
| Q3 2024 | 278,952 | 502,934 | 781,886 | 567,242 | 0 | 567,242 | 214,644 | |