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 43 institutions that hold shares in the stock, with a total of 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $21 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
19,940
shares
|
$77,167
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,854
shares
|
$76,834
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
16,551
shares
|
$64,052
0.04% of portfolio
|
Q2 2023
Reduced 28.97%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
16,456
shares
|
$63,684
0.01% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
12,500
shares
|
$48,375
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,390
shares
|
$47,949
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,800
shares
|
$45,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,655
shares
|
$45,104
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,522
shares
|
$44,590
0.0% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,000
shares
|
$42,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,000
shares
|
$38,700
0.0% of portfolio
|
Q3 2023
Reduced 37.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,824
shares
|
$22,538
0.0% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,197
shares
|
$12,372
0.01% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,900
shares
|
$11,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
2,418
shares
|
$9,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
604
shares
|
$2,337
0.0% of portfolio
|
Q4 2017
Added 248.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
201
shares
|
$777
0.0% of portfolio
|
Q1 2025
Reduced 89.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|