Q1 2022 13F Holders as of 3/31/2022
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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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26
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Total 13F shares, excl. options
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2.1M
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Shares change
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+58.4K
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Total reported value, excl. options
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$8.77M
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Value change
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+$263K
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Number of buys
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10
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Number of sells
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-16
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Price
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$4.18
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q1 2022
31 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q1 2022.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.1M shares
of 14.4M outstanding shares and own 14.52% of the company stock.
Largest 10 shareholders include LPL Financial LLC (418K shares), Raymond James Financial Services Advisors, Inc. (309K shares), MORGAN STANLEY (306K shares), COMMONWEALTH EQUITY SERVICES, LLC (181K shares), FLAGSHIP HARBOR ADVISORS, LLC (151K shares), ROYAL BANK OF CANADA (99.9K shares), SYM FINANCIAL Corp (75K shares), WELLS FARGO & COMPANY/MN (60.9K shares), Quad-Cities Investment Group, LLC (58.9K shares), and Strategic Wealth Advisors Group, LLC (52.5K shares).
This table shows the top 26 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.