Belpointe Asset Management LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Belpointe Asset Management LLC holds 11,655 shares of FGB stock, worth $51,048. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,655
Previous 11,553
0.88%
Holding current value
$51,048
Previous $44,000
6.82%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FGB
# of Institutions
40Shares Held
4.71MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$4.67 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY748KShares$3.28 Million0.06% of portfolio
-
Morgan Stanley New York, NY570KShares$2.5 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL393KShares$1.72 Million0.09% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN285KShares$1.25 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...