Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Total 13F shares
-
3,122,589
-
Share change
-
-9,109
-
Total reported value
-
$10,193,241
-
Price per share
-
$3.26
-
Number of holders
-
28
-
Value change
-
-$294
-
Number of buys
-
11
-
Number of sells
-
16
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2023
As of 30 Jun 2023,
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,122,589 shares.
The largest 10 holders included
LPL Financial LLC, Consolidated Portfolio Review Corp, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Shaker Financial Services, LLC, FLAGSHIP HARBOR ADVISORS, LLC, Private Advisor Group, LLC, OSAIC HOLDINGS, INC., and SYM FINANCIAL Corp.
This page lists
28
institutional shareholders reporting positions in this security
for the Q2 2023 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.