Consolidated Portfolio Review Corp First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Consolidated Portfolio Review Corp
- $381 Billion
- Q1 2024
A detailed history of Consolidated Portfolio Review Corp transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 566,162 shares of FGB stock, worth $2.23 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
566,162
Previous 575,664
1.65%
Holding current value
$2.23 Million
Previous $2.06 Billion
3.57%
% of portfolio
0.56%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding FGB
# of Institutions
37Shares Held
4.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.04MShares$4.1 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY638KShares$2.51 Million0.04% of portfolio
-
Morgan Stanley New York, NY558KShares$2.2 Million0.0% of portfolio
-
Pfg Investments, LLC Woodbury, NY554KShares$2.18 Million0.13% of portfolio
-
Private Advisor Group, LLC337KShares$1.33 Million0.01% 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...