Atria Wealth Solutions, Inc. First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Atria Wealth Solutions, Inc.
- $7.87 Billion
- Q1 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,000 shares of FGB stock, worth $42,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,000Holding current value
$42,570% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FGB
# of Institutions
43Shares Held
5.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.15MShares$4.43 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$4.02 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY699KShares$2.71 Million0.08% of portfolio
-
Morgan Stanley New York, NY617KShares$2.39 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL262KShares$1.02 Million0.07% 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...