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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
2024-09-30 $61k 15k 4.07
2024-06-30 $45k 12k 3.89
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)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
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

Saba Capital Management
LPL Financial
Morgan Stanley
Rivernorth Capital Management
Consolidated Portfolio Review Corp
Almitas Capital
Commonwealth Equity Services
Alpine Partners VI
Private Advisor
Flagship Harbor Advisors
Atomi Financial Group
Good Life Advisors
Raymond James Financial Services Advisors
Atlas Wealth
Wells Fargo & Company

View all funds holding First Trust Spclty Fin & Fncl Opptnts