A detailed history of Atomi Financial Group, Inc. transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 107,998 shares of FGB stock, worth $457,911. This represents 0.03% of its overall portfolio holdings.

Number of Shares
107,998
Previous 95,590 12.98%
Holding current value
$457,911
Previous $372 Million 18.21%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$3.69 - $4.19 $45,785 - $51,989
12,408 Added 12.98%
107,998 $440 Million
Q2 2024

Jul 26, 2024

BUY
$3.52 - $3.92 $336,476 - $374,712
95,590 New
95,590 $372 Million

Others Institutions Holding FGB

About FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND


  • Ticker FGB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty fi...
More about FGB
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.