BDO Wealth Advisors, LLC - FIRST TRUST SPECIALTY FINANC ownership

FIRST TRUST SPECIALTY FINANC's ticker is FGB and the CUSIP is 33733G109. A total of 31 filers reported holding FIRST TRUST SPECIALTY FINANC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of FIRST TRUST SPECIALTY FINANC
ValueSharesWeighting
Q2 2023$53,647
-3.1%
16,456
-6.6%
0.01%
-14.3%
Q1 2023$55,340
-36.9%
17,624
-38.5%
0.01%
-36.4%
Q4 2022$87,703
+4.4%
28,661
-2.5%
0.01%0.0%
Q3 2022$84,000
-10.6%
29,4040.0%0.01%
-8.3%
Q2 2022$94,000
-23.6%
29,4040.0%0.01%
-7.7%
Q1 2022$123,000
-6.8%
29,404
-8.8%
0.01%
-7.1%
Q4 2021$132,000
+3.1%
32,2540.0%0.01%0.0%
Q3 2021$128,000
-20.5%
32,254
-18.8%
0.01%
-22.2%
Q2 2021$161,000
+1.3%
39,7420.0%0.02%
-5.3%
Q1 2021$159,00039,7420.02%
Other shareholders
FIRST TRUST SPECIALTY FINANC shareholders Q1 2023
NameSharesValueWeighting ↓
Consolidated Portfolio Review Corp 508,842$1,597,7650.43%
Shaker Financial Services, LLC 264,448$830,3670.36%
Almitas Capital LLC 61,254$192,3380.09%
Quad-Cities Investment Group, LLC 29,022$91,1300.06%
SILVERHAWK ASSET MANAGEMENT, LLC 23,300$73,1620.06%
SYM FINANCIAL Corp 84,537$265,4460.06%
FLAGSHIP HARBOR ADVISORS, LLC 140,204$440,2420.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 31,687$97,5970.03%
Good Life Advisors, LLC 51,341$161,2120.02%
Csenge Advisory Group 72,261$226,8980.02%
View complete list of FIRST TRUST SPECIALTY FINANC shareholders