A detailed history of L.M. Kohn & Company transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, L.M. Kohn & Company holds 11,800 shares of FGB stock, worth $50,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,800
Holding current value
$50,622
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$3.69 - $4.19 $43,542 - $49,442
11,800 New
11,800 $48,000
Q4 2023

Feb 09, 2024

BUY
$3.0 - $3.59 $35,400 - $42,362
11,800 New
11,800 $42,000

Others Institutions Holding FGB

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...
More about FGB
Track This Portfolio

Track L.M. Kohn & Company Portfolio

Follow L.M. Kohn & Company and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.