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First Trust Spclty Fin & Fncl Opptnts shares owned by Private Advisor

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

Historical chart of Private Advisor investment in First Trust Spclty Fin & Fncl Opptnts

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202500.5M1M0100k200k300k
Value ($)Share countHistorical FGB position of Private Advisor Source: stockzoa.comValue ($)Share count

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All positions including First Trust Spclty Fin & Fncl Opptnts held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $517k 127k 4.07
2024-06-30 $665k 171k 3.89
2024-03-31 $1.3M 337k 3.77
2023-12-31 $958k 268k 3.58
2023-09-30 $638k 189k 3.37
2023-06-30 $368k 109k 3.39
2023-03-31 $49k 16k 3.14
2020-06-30 $2.0k 725 2.76