Institutional Ownership First Trust Specialty Finance & Financial Opportunities Fund (FGB)
This table provides information about the institutional ownership of First Trust Specialty Finance & Financial Opportunities Fund (FGB). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 141,342 shares, which have been reported (via 13F filing form) to have a value of $586,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,533
shares
|
$425,511
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
16,551
shares
|
$68,686
0.04% of portfolio
|
Q2 2023
Reduced 28.97%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
16,456
shares
|
$68,292
0.01% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,198
shares
|
$21,571
0.0% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
604
shares
|
$2,506
0.0% of portfolio
|
Q4 2017
Added 248.34%
|