Lpl Financial LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Lpl Financial LLC holds 1,067,248 shares of FGB stock, worth $4.8 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,067,248
Previous 1,067,057
0.02%
Holding current value
$4.8 Million
Previous $4.34 Million
7.16%
% of portfolio
0.0%
Previous 0.0%
Shares
30 transactions
Others Institutions Holding FGB
# of Institutions
41Shares Held
5.26MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.01MShares$4.55 Million0.1% of portfolio
-
Saba Capital Management, L.P. New York, NY748KShares$3.37 Million0.06% of portfolio
-
Morgan Stanley New York, NY570KShares$2.57 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL393KShares$1.77 Million0.09% of portfolio
-
Almitas Capital LLC Santa Monica, CA179KShares$807,6870.34% of portfolio
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...