Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
52.5KNew |
$213K - $229K
|
52.5K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.8KNew |
$88.1K - $94.9K
|
21.8K
$97.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20.3K+ 48.23% |
$82K - $88.3K
|
62.2K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.89K+ 6.38% |
$27.9K - $30K
|
115K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2K- 8.11% |
$8.09K - $8.71K
|
22.6K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.32K- 99.91% |
$25.6K - $27.5K
|
6
$26.8
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.5K- 5.86% |
$26.3K - $28.3K
|
104K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-64.4K- 60.17% |
$261K - $281K
|
42.6K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 83.49% |
$429K - $462K
|
21K
$93.7K
|