Lpl Financial LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Lpl Financial LLC holds 1,039,701 shares of FGB stock, worth $4.31 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,039,701
Previous 1,067,248
2.58%
Holding current value
$4.31 Million
Previous $4.65 Million
3.93%
% of portfolio
0.0%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding FGB
# of Institutions
42Shares Held
5.27MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.15MShares$4.75 Million0.12% of portfolio
-
Saba Capital Management, L.P. New York, NY699KShares$2.9 Million0.08% of portfolio
-
Morgan Stanley New York, NY667KShares$2.77 Million0.0% of portfolio
-
Almitas Capital LLC Santa Monica, CA213KShares$885,0040.52% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL178KShares$736,7120.05% 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...