Bdo Wealth Advisors, LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 16,456 shares of FGB stock, worth $69,938. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,456
Previous 17,624
6.63%
Holding current value
$69,938
Previous $55,000
3.64%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding FGB
# of Institutions
40Shares Held
4.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$4.53 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY748KShares$3.18 Million0.06% of portfolio
-
Morgan Stanley New York, NY570KShares$2.42 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL384KShares$1.63 Million0.09% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN285KShares$1.21 Million0.03% 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...