Sym Financial Corp First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Sym Financial Corp
- $806 Million
- Q1 2025
A detailed history of Sym Financial Corp transactions in First Trust Specialty Finance & Financial Opportunities Fund stock. As of the latest transaction made, Sym Financial Corp holds 59,171 shares of FGB stock, worth $239,642. This represents 0.03% of its overall portfolio holdings.
Number of Shares
59,171
Previous 62,248
4.94%
Holding current value
$239,642
Previous $271,000
6.27%
% of portfolio
0.03%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding FGB
# of Institutions
45Shares Held
5.45MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.15MShares$4.64 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$4.21 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY699KShares$2.83 Million0.08% of portfolio
-
Morgan Stanley New York, NY667KShares$2.7 Million0.0% of portfolio
-
Almitas Capital LLC Santa Monica, CA213KShares$863,6780.52% 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...