First Trust Specialty Finance & Financial Opportunities Fund FGB
We take great care to ensure that the data presented and summarized in this overview for FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FGB
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Lpl Financial LLC Fort Mill, SC1.07MShares$4.5 Million0.0% of portfolio
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Saba Capital Management, L.P. New York, NY748KShares$3.16 Million0.06% of portfolio
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Morgan Stanley New York, NY570KShares$2.41 Million0.0% of portfolio
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Rivernorth Capital Management, LLC West Palm Beach, FL393KShares$1.66 Million0.09% of portfolio
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Sit Investment Associates Inc Minneapolis, MN285KShares$1.2 Million0.03% of portfolio
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Almitas Capital LLC Santa Monica, CA179KShares$757,4300.34% of portfolio
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Commonwealth Equity Services, LLC178KShares$751,5820.0% of portfolio
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Alpine Global Management, LLC New York, NY160KShares$673,0900.2% of portfolio
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Consolidated Portfolio Review Corp Woodbury, NY144KShares$609,5490.13% of portfolio
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Private Advisor Group, LLC127KShares$535,7620.0% of portfolio
Latest Institutional Activity in FGB
Top Purchases
Top Sells
About FGB
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 finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
Insider Transactions at FGB
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
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Dec 28
2021
|
Thomas R Kadlec Director |
SELL
Open market or private sale
|
Direct |
2,432
-100.0%
|
$9,728
$4.07 P/Share
|