Q2 2020 13F Holders as of 6/30/2020
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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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18
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Total 13F shares, excl. options
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1.79M
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Shares change
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-173K
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Total reported value, excl. options
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$5.83M
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Value change
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-$397K
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Number of buys
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9
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Number of sells
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-12
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Price
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$3.26
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2020
23 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q2 2020.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.79M shares
of 14.4M outstanding shares and own 12.4% of the company stock.
Largest 10 shareholders include Raymond James Financial Services Advisors, Inc. (535K shares), FLAGSHIP HARBOR ADVISORS, LLC (220K shares), ADVISOR GROUP HOLDINGS, INC. (214K shares), Quad-Cities Investment Group, LLC (155K shares), Cetera Advisors LLC (116K shares), MORGAN STANLEY (97.9K shares), WELLS FARGO & COMPANY/MN (94K shares), COMMONWEALTH EQUITY SERVICES, LLC (93K shares), ROYAL BANK OF CANADA (83.5K shares), and Good Life Advisors, LLC (52.3K shares).
This table shows the top 18 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.