A detailed history of Kpp Advisory Services LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Kpp Advisory Services LLC holds 13,500 shares of FGB stock, worth $56,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,500
Previous 13,500 -0.0%
Holding current value
$56,970
Previous $52.5 Million 4.63%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$3.5 - $3.77 $47,250 - $50,895
13,500 New
13,500 $50.9 Million
Q3 2023

Nov 14, 2023

BUY
$3.17 - $3.48 $54,967 - $60,343
17,340 New
17,340 $58.4 Million

Others Institutions Holding FGB

About FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND


  • Ticker FGB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty fi...
More about FGB
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