Lpl Financial LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 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 1,067,057 shares of FGB stock, worth $4.5 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,067,057
Previous 1,112,450
4.08%
Holding current value
$4.5 Million
Previous $4.33 Million
0.35%
% of portfolio
0.0%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding FGB
# of Institutions
40Shares Held
4.7MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY748KShares$3.16 Million0.06% of portfolio
-
Morgan Stanley New York, NY570KShares$2.41 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL393KShares$1.66 Million0.09% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN285KShares$1.2 Million0.03% of portfolio
-
Almitas Capital LLC Santa Monica, CA179KShares$757,4300.34% 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...