Q2 2025 13F Holders as of 6/30/2025
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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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1
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Total 13F shares, excl. options
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5.2K
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Shares change
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-5.34M
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Total reported value, excl. options
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$21.6K
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Value change
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-$22.9M
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Number of sells
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-40
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Price
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$4.15
Significant Holders of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) as of Q2 2025
40 filings reported holding FGB - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock as of Q2 2025.
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND - Common Stock (FGB) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.2K shares
of 14.4M outstanding shares and own 0.04% of the company stock.
Largest 10 shareholders include IFP Advisors, Inc (5.2K shares), Belpointe Asset Management LLC (0 shares), UHLMANN PRICE SECURITIES, LLC (0 shares), SYM FINANCIAL Corp (0 shares), CWM, LLC (0 shares), Atria Wealth Solutions, Inc. (0 shares), US BANCORP \DE\ (0 shares), Cambridge Investment Research Advisors, Inc. (0 shares), ABSOLUTE INVESTMENT ADVISERS, LLC (0 shares), and NBC SECURITIES, INC. (0 shares).
This table shows the top 1 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.