Who owns First Trust Spclty Fin & Fncl Opptnts Fd?
- Ticker: FGB
- CUSIP Number: 33733G109
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Spclty Fin & Fncl Opptnts with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Spclty Fin & Fncl Opptnts stock
Who bought or sold First Trust Spclty Fin & Fncl Opptnts Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.0M | $3.9M | 125% | Mar 2024 |
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| Saba Capital Management | 638k | $2.4M | 227% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 566k | $2.1M | -2% | Mar 2024 |
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| Morgan Stanley | 558k | $2.1M | 6% | Mar 2024 |
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| PFG Investments | 554k | $2.1M | 100% | Mar 2024 |
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| Private Advisor | 337k | $1.3M | 26% | Mar 2024 |
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| Deschutes Portfolio Strategy | 205k | $774k | -17% | Mar 2024 |
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| Commonwealth Equity Services | 159k | $598k | 7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 116k | $436k | -19% | Mar 2024 |
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| Flagship Harbor Advisors | 116k | $436k | 3% | Mar 2024 |
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| Alpine Partners VI | 89k | $320k | 0% | Dec 2023 |
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| Advisor Group Holdings | 81k | $307k | 3% | Mar 2024 |
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| Good Life Advisors | 52k | $196k | 1% | Mar 2024 |
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| Rivernorth Capital Management | 50k | $187k | 30% | Mar 2024 |
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| Wells Fargo & Company | 49k | $186k | 3% | Mar 2024 |
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| Sym Financial Corporation | 42k | $158k | -13% | Mar 2024 |
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| Csenge Advisory Group | 32k | $120k | -29% | Mar 2024 |
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| Landscape Capital Management | 31k | $118k | -29% | Mar 2024 |
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| Susquehanna International | 26k | $99k | 100% | Mar 2024 |
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| Mendel Capital Management | 20k | $75k | 100% | Mar 2024 |
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| Advisory Services Network | 18k | $66k | -9% | Mar 2024 |
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| Virtu Financial | 14k | $52k | 100% | Mar 2024 |
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| Cetera Investment Advisers | 13k | $50k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12k | $46k | -72% | Mar 2024 |
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| Hartline Investment Corporation | 12k | $46k | 100% | Mar 2024 |
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| L.m. Kohn & Company | 12k | $45k | 0% | Mar 2024 |
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| Wedbush Morgan Securities | 11k | $38k | 100% | Dec 2023 |
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| Blue Bell Private Wealth Management | 9.1k | $34k | 148% | Mar 2024 |
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| IFP Advisors | 8.5k | $31k | 0% | Dec 2023 |
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| Nbc Securities | 6.3k | $23k | 0% | Mar 2024 |
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| Us Bancorp | 2.9k | $11k | 0% | Mar 2024 |
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| FMR | 1.00 | $4.000000 | 100% | Mar 2024 |
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Who sold out of First Trust Spclty Fin & Fncl Opptnts?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Dec 2023 | 121k | $433k |
| Almitas Capital | Dec 2023 | 46k | $165k |
| Multi-Financial Securities | Sep 2023 | 38k | $129k |
| Logan Stone Capital | Dec 2023 | 25k | $90k |
| Clough Capital Partners | Dec 2023 | 13k | $45k |
| Quad-Cities Investment Group | Dec 2023 | 12k | $43k |
| CSS | Dec 2023 | 10k | $36k |
| Steward Partners Investment Advisory | Dec 2023 | 7.4k | $27k |
| Jpmorgan Chase & Co | Dec 2023 | 3.2k | $12k |