Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Total 13F shares
-
5,346,008
-
Share change
-
-77,979
-
Total reported value
-
$22,941,352
-
Price per share
-
$4.30
-
Number of holders
-
40
-
Value change
-
-$272,937
-
Number of buys
-
19
-
Number of sells
-
21
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q1 2025
As of 31 Mar 2025,
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,346,008 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, LPL Financial LLC, Saba Capital Management, L.P., MORGAN STANLEY, Almitas Capital LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, COMMONWEALTH EQUITY SERVICES, LLC, ABSOLUTE INVESTMENT ADVISERS, LLC, Compound Planning, Inc., and CSS LLC/IL.
This page lists
40
institutional shareholders reporting positions in this security
for the Q1 2025 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.