Q2 2017 13F Holders as of 6/30/2017
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14.4M
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1.59M
-
Shares change
-
+78.4K
-
Total reported value, excl. options
-
$11.5M
-
Value change
-
+$563K
-
Number of buys
-
16
-
Number of sells
-
-8
-
Price
-
$7.24
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2017
25 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q2 2017.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
of 14.4M outstanding shares and own 10.98% of the company stock.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (667K shares), FLAGSHIP HARBOR ADVISORS, LLC (195K shares), IFC Holdings Incorporated/FL (162K shares), Commonwealth Equity Services, Inc (94.3K shares), Baird Financial Group, Inc. (72.8K shares), LPL Financial LLC (45.1K shares), DOLIVER CAPITAL ADVISORS, LP (44.8K shares), MORGAN STANLEY (41.6K shares), AMERIPRISE FINANCIAL INC (38.2K shares), and GUGGENHEIM CAPITAL LLC (35.2K shares).
This table shows the top 24 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.