Q4 2024 13F Holders as of 12/31/2024
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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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41
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Total 13F shares, excl. options
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5.35M
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Shares change
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+498K
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Total reported value, excl. options
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$22.5M
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Value change
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+$2.13M
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Number of buys
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19
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Number of sells
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-16
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Price
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$4.21
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q4 2024
47 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q4 2024.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.35M shares
of 14.4M outstanding shares and own 37.07% of the company stock.
Largest 10 shareholders include LPL Financial LLC (1.07M shares), SIT INVESTMENT ASSOCIATES INC (1.01M shares), Saba Capital Management, L.P. (699K shares), MORGAN STANLEY (617K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (262K shares), Almitas Capital LLC (213K shares), CF Capital LLC (180K shares), COMMONWEALTH EQUITY SERVICES, LLC (179K shares), Alpine Global Management, LLC (160K shares), and Atomi Financial Group, Inc. (115K shares).
This table shows the top 41 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.