Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Total 13F shares
-
1,466,519
-
Share change
-
-248,937
-
Total reported value
-
$9,038,919
-
Price per share
-
$6.14
-
Number of holders
-
24
-
Value change
-
-$1,725,916
-
Number of buys
-
15
-
Number of sells
-
11
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q4 2017
As of 31 Dec 2017,
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,466,519 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, FLAGSHIP HARBOR ADVISORS, LLC, Raymond James Financial Services Advisors, Inc., Cetera Advisors LLC, WOLVERINE ASSET MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC., Baird Financial Group, Inc., GUGGENHEIM CAPITAL LLC, LPL Financial LLC, and MORGAN STANLEY.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.