Institutional Ownership First Trust Specialty Finance & Financial Opportunities Fund (FGB)
This table provides information about the institutional ownership of First Trust Specialty Finance & Financial Opportunities Fund (FGB). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 5.3 Million shares, which have been reported (via 13F filing form) to have a value of $22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,067,248
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,010,916
shares
|
$4.2 Million
0.1% of portfolio
|
Q4 2024
Added 255.09%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
699,009
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
617,053
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
262,275
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.34%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
213,162
shares
|
$884,622
0.45% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
179,500
shares
|
$744,925
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
179,246
shares
|
$743,870
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
114,888
shares
|
$476,785
0.02% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
104,374
shares
|
$433,152
0.02% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,533
shares
|
$425,511
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
81,175
shares
|
$336,876
0.0% of portfolio
|
Q4 2024
Added 64.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
72,855
shares
|
$302,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
62,248
shares
|
$258,329
0.04% of portfolio
|
Q4 2024
Added 48.23%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
58,141
shares
|
$241,285
0.02% of portfolio
|
Q4 2024
Added 357.91%
|
|
|
Absolute Investment Advisers LLC
|
Jan 24, 2025 Q4 2024 |
52,512
shares
|
$217,924
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
42,631
shares
|
$176,918
0.01% of portfolio
|
Q4 2024
Reduced 60.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,116
shares
|
$162,331
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
31,134
shares
|
$129,206
0.05% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,500
shares
|
$97,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
22,643
shares
|
$93,968
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
21,765
shares
|
$90,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,958
shares
|
$86,975
0.0% of portfolio
|
Q4 2024
Reduced 83.49%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,407
shares
|
$84,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,347
shares
|
$84,440
0.0% of portfolio
|
Q4 2024
Reduced 23.19%
|