Type / Class
Equity / Common Stock
Shares outstanding
14,441,657
Total 13F shares
2,285,377
Share change
+170,038
Total reported value
$7,297,927
Price per share
$3.19
Number of holders
27
Value change
+$488,199
Number of buys
12
Number of sells
11

Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2022

As of 30 Jun 2022, FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by 27 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,285,377 shares. The largest 10 holders included LPL Financial LLC, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, FLAGSHIP HARBOR ADVISORS, LLC, Shaker Financial Services, LLC, ROYAL BANK OF CANADA, SYM FINANCIAL Corp, WELLS FARGO & COMPANY/MN, and Csenge Advisory Group. This page lists 27 institutional shareholders reporting positions in this security for the Q2 2022 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.