Shaker Financial Services, LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Shaker Financial Services, LLC
- $251 Million
- Q4 2024
A detailed history of Shaker Financial Services, LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 31,134 shares of FGB stock, worth $144,461. This represents 0.05% of its overall portfolio holdings.
Number of Shares
31,134
Previous 41,538
25.05%
Holding current value
$144,461
Previous $169,000
20.12%
% of portfolio
0.05%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding FGB
# of Institutions
43Shares Held
5.29MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$4.95 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.01MShares$4.69 Million0.1% of portfolio
-
Saba Capital Management, L.P. New York, NY699KShares$3.24 Million0.08% of portfolio
-
Morgan Stanley New York, NY617KShares$2.86 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL262KShares$1.22 Million0.07% 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...