Equitable Holdings, Inc. First Trust Specialty Finance & Financial Opportunities Fund Transaction History

Equitable Holdings, Inc.

$11.5 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$3.17 - $3.48 $19,020 - $20,880	-6,000 Reduced 37.5%	10,000 $33,000
Q2 2023 Aug 15, 2023	BUY	$2.87 - $3.39 $45,920 - $54,240	16,000 New	16,000 $52,000

Others Institutions Holding FGB

# of Institutions

10

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

103K
Shares

$425,511
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

41.1K
Shares

$170,594
0.0% of portfolio
Silverhawk Asset Management, LLC

16.6K
Shares

$68,686
0.04% of portfolio
Bdo Wealth Advisors, LLC Jacksonville, FL

16.5K
Shares

$68,292
0.01% of portfolio
Ifp Advisors, Inc

5.2K
Shares

$21,571
0.0% 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...

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