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First Trust Spclty Fin & Fncl Opptnts shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of First Trust Spclty Fin & Fncl Opptnts (FGB) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in First Trust Spclty Fin & Fncl Opptnts

Tip: Access up to 7 years of quarterly data

All positions including First Trust Spclty Fin & Fncl Opptnts held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Spclty Fin & Fncl Opptnts by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 9.1k 3.77
2023-12-31 $13k 3.7k 3.58
2023-09-30 $8.0k 2.4k 3.37

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding First Trust Spclty Fin & Fncl Opptnts

Consolidated Portfolio Review Corp
PFG Investments
Private Advisor
Deschutes Portfolio Strategy
Saba Capital Management
Commonwealth Equity Services
Shaker Financial Services
Raymond James Financial Services Advisors
Flagship Harbor Advisors
Alpine Partners VI
Advisor Group Holdings
Good Life Advisors
Sym Financial Corporation
Wells Fargo & Company
Almitas Capital

View all funds holding First Trust Spclty Fin & Fncl Opptnts