Valeo Financial Advisors, LLC First Trust Specialty Finance & Financial Opportunities Fund Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FGB
# of Institutions
40Shares Held
4.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$4.58 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY748KShares$3.21 Million0.06% of portfolio
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Morgan Stanley New York, NY570KShares$2.45 Million0.0% of portfolio
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Rivernorth Capital Management, LLC West Palm Beach, FL393KShares$1.69 Million0.09% of portfolio
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Sit Investment Associates Inc Minneapolis, MN285KShares$1.22 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...