Q4 2018 13F Holders as of 12/31/2018
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Type / Class
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Equity / Common Stock
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Shares outstanding
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14.4M
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Number of holders
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23
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Total 13F shares, excl. options
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1.56M
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Shares change
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+86.5K
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Total reported value, excl. options
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$8.15M
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Value change
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+$433K
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Number of buys
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12
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Number of sells
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-9
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Price
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$5.21
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q4 2018
24 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q4 2018.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.56M shares
of 14.4M outstanding shares and own 10.83% of the company stock.
Largest 10 shareholders include Raymond James Financial Services Advisors, Inc. (376K shares), WELLS FARGO & COMPANY/MN (292K shares), FLAGSHIP HARBOR ADVISORS, LLC (234K shares), Cetera Advisors LLC (141K shares), COMMONWEALTH EQUITY SERVICES, LLC (106K shares), Baird Financial Group, Inc. (73.4K shares), Glovista Investments LLC (56.2K shares), LPL Financial LLC (54.4K shares), SYM FINANCIAL Corp (42.4K shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (38K shares).
This table shows the top 23 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.