Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14,441,657
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1,466,519
-
Shares change
-
-248,937
-
Total reported value, excl. options
-
$9,038,919
-
Value change
-
-$1,725,903
-
Number of buys
-
15
-
Number of sells
-
11
-
Price
-
$6.14
Institutional Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q4 2017
As of 31 Dec 2017 FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) had 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,466,519 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, FLAGSHIP HARBOR ADVISORS, LLC, Raymond James Financial Services Advisors, Inc., Cetera Advisors LLC, WOLVERINE ASSET MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC., Baird Financial Group, Inc., GUGGENHEIM CAPITAL LLC, LPL Financial LLC, and MORGAN STANLEY.
This table shows 29 institutional shareholders of the security as of 31 Dec 2017.
| 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.