Commonwealth Equity Services, LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Commonwealth Equity Services, LLC
- $63.2 Billion
- Q2 2024
A detailed history of Commonwealth Equity Services, LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 173,378 shares of FGB stock, worth $709,116. This represents 0.0% of its overall portfolio holdings.
Number of Shares
173,378
Previous 158,660
9.28%
Holding current value
$709,116
Previous $598,000
12.71%
% of portfolio
0.0%
Previous 0.0%
Shares
27 transactions
Others Institutions Holding FGB
# of Institutions
34Shares Held
4.56MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.11MShares$4.55 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY1.11MShares$4.53 Million0.07% of portfolio
-
Morgan Stanley New York, NY567KShares$2.32 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY218KShares$892,1020.2% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL211KShares$863,8970.04% 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...