Lpl Financial LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
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 1,039,348 shares of FGB stock, worth $4.1 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,039,348
Previous 945,701
9.9%
Holding current value
$4.1 Million
Previous $3.39 Million
15.75%
% of portfolio
0.0%
Previous 0.0%
Shares
27 transactions
Others Institutions Holding FGB
# of Institutions
37Shares Held
4.95MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY638KShares$2.51 Million0.04% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY566KShares$2.23 Million0.56% 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...