Type / Class
Equity / Common Stock
Shares outstanding
14.4M
Number of holders
27
Total 13F shares, excl. options
2.29M
Shares change
+173K
Total reported value, excl. options
$7.3M
Value change
+$501K
Number of buys
12
Number of sells
-10
Price
$3.19

Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2022

30 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q2 2022.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2.29M shares of 14.4M outstanding shares and own 15.82% of the company stock.
Largest 10 shareholders include LPL Financial LLC (501K shares), MORGAN STANLEY (348K shares), Raymond James Financial Services Advisors, Inc. (298K shares), COMMONWEALTH EQUITY SERVICES, LLC (184K shares), FLAGSHIP HARBOR ADVISORS, LLC (151K shares), Shaker Financial Services, LLC (108K shares), ROYAL BANK OF CANADA (88.6K shares), SYM FINANCIAL Corp (84.5K shares), WELLS FARGO & COMPANY/MN (61.3K shares), and Csenge Advisory Group (60.6K shares).
This table shows the top 27 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.