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First Trust Spclty Fin & Fncl Opptnts shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of First Trust Spclty Fin & Fncl Opptnts (FGB) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in First Trust Spclty Fin & Fncl Opptnts

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Quarterly reported holdings in First Trust Spclty Fin & Fncl Opptnts by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $588k 144k 4.07
2024-06-30 $849k 218k 3.89
2024-03-31 $2.1M 566k 3.77
2023-12-31 $2.1M 576k 3.58
2023-09-30 $2.1M 615k 3.37
2023-06-30 $2.0M 611k 3.26
2023-03-31 $1.6M 509k 3.14

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Consolidated Portfolio Review Corp

Top funds holding First Trust Spclty Fin & Fncl Opptnts

LPL Financial
Sit Investment Associates
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Morgan Stanley
Rivernorth Capital Management
Almitas Capital
Commonwealth Equity Services
Alpine Partners VI
Atomi Financial Group
Flagship Harbor Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Raymond James Financial
Sym Financial Corporation
CSS

View all funds holding First Trust Spclty Fin & Fncl Opptnts