Atlas Wealth LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Atlas Wealth LLC
- $644 Billion
- Q2 2024
A detailed history of Atlas Wealth LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Atlas Wealth LLC holds 79,231 shares of FGB stock, worth $324,847. This represents 0.05% of its overall portfolio holdings.
Number of Shares
79,231Holding current value
$324,847% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FGB
# of Institutions
34Shares Held
4.53MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.11MShares$4.56 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY1.11MShares$4.54 Million0.07% of portfolio
-
Morgan Stanley New York, NY567KShares$2.33 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL211KShares$866,0100.04% of portfolio
-
Commonwealth Equity Services, LLC178KShares$730,2090.0% of portfolio
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...