Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Atlas Wealth »

First Trust Spclty Fin & Fncl Opptnts shares owned by Atlas Wealth

Quarter-by-quarter ownership of First Trust Spclty Fin & Fncl Opptnts (FGB) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in First Trust Spclty Fin & Fncl Opptnts

Tip: Access up to 7 years of quarterly data

All positions including First Trust Spclty Fin & Fncl Opptnts held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in First Trust Spclty Fin & Fncl Opptnts by Atlas Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$313M	79k	3949.99

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)

Adams Diversified Equity Closed End Funds - Taxable (ADX)

Central Secs Corporation Closed End Funds - Taxable (CET)

U.s. Bancorp Pfd B Preferred Stock (USB.PH)

Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)

Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)

Apple Incorporated Common Stock (AAPL)

General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)

Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)

Procter And Gamble Company Common Stock (PG)

Microsoft Corporation Common Stock (MSFT)

Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)

Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)

Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)

Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding First Trust Spclty Fin & Fncl Opptnts

Saba Capital Management

Rivernorth Capital Management

Consolidated Portfolio Review Corp

Almitas Capital

Commonwealth Equity Services

Alpine Partners VI

Private Advisor

Flagship Harbor Advisors

Atomi Financial Group

Good Life Advisors

Raymond James Financial Services Advisors

Wells Fargo & Company

View all funds holding First Trust Spclty Fin & Fncl Opptnts

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z