Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Total 13F shares
-
1,538,928
-
Share change
-
-87,429
-
Total reported value
-
$9,264,666
-
Price per share
-
$6.02
-
Number of holders
-
26
-
Value change
-
-$563,165
-
Number of buys
-
14
-
Number of sells
-
13
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q1 2018
As of 31 Mar 2018,
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,538,928 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., WELLS FARGO & COMPANY/MN, FLAGSHIP HARBOR ADVISORS, LLC, Quad-Cities Investment Group, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Baird Financial Group, Inc., GUGGENHEIM CAPITAL LLC, MORGAN STANLEY, and SYM FINANCIAL CORPORATION.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 2018 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.