FIRST TR SPECIALTY FIN & FIN (FGB)
Institutional ownership reported to the SEC as of Q2 2025, across 27 quarters.
1
Reporting holders
$21.6K
Reported value
0.0%
Held as options
-33
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $21.6K | 5,198 | 0.00% | 14q | -10.7%-$2.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2025 | 1 | $21.6K | 5,198 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 34 | $16.7M | 3,902,437 | 6 | 10 | 12 | 0.0% |
| Q4 2024 | 36 | $17.6M | 4,170,361 | 5 | 9 | 11 | 0.0% |
| Q3 2024 | 34 | $17.5M | 4,308,192 | 6 | 9 | 9 | 0.0% |
| Q2 2024 | 28 | $17.1M | 4,382,774 | 4 | 7 | 8 | 0.0% |
| Q1 2024 | 31 | $22.6M | 5,981,775 | 7 | 12 | 9 | 0.0% |
| Q4 2023 | 33 | $16.1M | 4,507,020 | 6 | 10 | 12 | 0.0% |
| Q3 2023 | 31 | $11.6M | 3,442,520 | 6 | 11 | 9 | 0.0% |
| Q2 2023 | 27 | $10.0M | 3,047,494 | 4 | 8 | 9 | 0.0% |
| Q1 2023 | 29 | $9.3M | 2,962,319 | 5 | 9 | 8 | 0.0% |
| Q4 2022 | 24 | $6.2M | 2,038,501 | 3 | 7 | 10 | 0.0% |
| Q3 2022 | 29 | $7.3M | 2,531,759 | 2 | 7 | 10 | 0.0% |
| Q2 2022 | 28 | $7.4M | 2,302,193 | 3 | 8 | 6 | 0.0% |
| Q1 2022 | 28 | $8.9M | 2,113,617 | 5 | 7 | 12 | 0.0% |
| Q4 2021 | 29 | $8.8M | 2,142,795 | 3 | 7 | 9 | 0.0% |
| Q3 2021 | 28 | $7.7M | 1,934,394 | 6 | 5 | 10 | 0.0% |
| Q2 2021 | 25 | $7.7M | 1,894,548 | 2 | 8 | 9 | 0.0% |
| Q1 2021 | 27 | $8.9M | 2,228,654 | 4 | 5 | 12 | 0.0% |
| Q4 2020 | 27 | $7.3M | 2,343,352 | 9 | 7 | 9 | 0.0% |
| Q3 2020 | 21 | $4.7M | 2,032,563 | 5 | 5 | 6 | 0.0% |
| Q2 2020 | 18 | $5.8M | 1,790,093 | 3 | 6 | 8 | 0.0% |
| Q1 2020 | 21 | $4.1M | 1,990,359 | 2 | 10 | 6 | 0.0% |
| Q4 2019 | 26 | $12.3M | 2,053,504 | 6 | 8 | 9 | 0.0% |
| Q3 2019 | 22 | $10.6M | 1,717,169 | 2 | 11 | 4 | 0.0% |
| Q2 2019 | 21 | $10.3M | 1,659,321 | 1 | 9 | 7 | 0.0% |
| Q1 2019 | 25 | $11.1M | 1,805,116 | 2 | 8 | 9 | 0.0% |
| Q4 2018 | 25 | $9.6M | 1,840,767 | 0 | 0 | 2 | 0.0% |