Sit Investment Associates Inc First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Sit Investment Associates Inc
- $4.26 Billion
- Q1 2025
A detailed history of Sit Investment Associates Inc transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Sit Investment Associates Inc holds 1,145,200 shares of FGB stock, worth $4.55 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,145,200
Previous 1,010,916
13.28%
Holding current value
$4.55 Million
Previous $4.26 Million
15.7%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FGB
# of Institutions
45Shares Held
5.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.04MShares$4.13 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY699KShares$2.78 Million0.08% of portfolio
-
Morgan Stanley New York, NY667KShares$2.65 Million0.0% of portfolio
-
Almitas Capital LLC Santa Monica, CA213KShares$846,6180.52% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL178KShares$704,7580.05% 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...