Mendel Capital Management LLC First Trust Specialty Finance & Financial Opportunities Fund Call Options Transaction History
Mendel Capital Management LLC
- $162 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FGB
# of Institutions
40Shares Held
4.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$4.53 Million0.0% of portfolio
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Saba Capital Management, L.P. New York, NY748KShares$3.18 Million0.06% of portfolio
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Morgan Stanley New York, NY570KShares$2.42 Million0.0% of portfolio
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Rivernorth Capital Management, LLC West Palm Beach, FL384KShares$1.63 Million0.09% of portfolio
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Sit Investment Associates Inc Minneapolis, MN285KShares$1.21 Million0.03% 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...