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 $22.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,957
shares
|
$84,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
19,940
shares
|
$84,745
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,854
shares
|
$84,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
16,551
shares
|
$70,341
0.04% of portfolio
|
Q2 2023
Reduced 28.97%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
16,456
shares
|
$69,938
0.01% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,500
shares
|
$57,375
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,390
shares
|
$52,657
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,655
shares
|
$49,533
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,522
shares
|
$48,968
0.0% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,220
shares
|
$43,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$42,500
0.0% of portfolio
|
Q3 2023
Reduced 37.5%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
6,824
shares
|
$29,002
0.0% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
3,924
shares
|
$16,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,900
shares
|
$12,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,882
shares
|
$7,998
0.0% of portfolio
|
Q4 2024
Added 158.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
701
shares
|
$2,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
604
shares
|
$2,567
0.0% of portfolio
|
Q4 2017
Added 248.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$25
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|