Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Total 13F shares
-
2,130,804
-
Share change
-
+14,880
-
Total reported value
-
$8,715,470
-
Price per share
-
$4.09
-
Number of holders
-
29
-
Value change
-
+$70,737
-
Number of buys
-
10
-
Number of sells
-
14
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q4 2021
As of 31 Dec 2021,
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,130,804 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, FLAGSHIP HARBOR ADVISORS, LLC, Nova R Wealth, Inc., ROYAL BANK OF CANADA, ADVISOR GROUP HOLDINGS, INC., Shaker Financial Services, LLC, and WOLVERINE ASSET MANAGEMENT LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q4 2021 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.