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First Trust Spclty Fin & Fncl Opptnts shares owned by CSS

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

Historical chart of CSS 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 CSS consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 58k 4.21
2024-09-30 $52k 13k 4.07
2023-12-31 $36k 10k 3.58

More positions owned by CSS

Microstrategy Cl A New Call Option (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Axon Enterprise Note 0.500%12/1 (Principal)
American Airlines Group Note 6.500% 7/0 (Principal)
American Airls Put Option (AAL)
Stride Note 1.125% 9/0 (Principal)
Chart Inds 6.75DP CNV PFD B (GTLS.PB)
Peabody Engr Corp Note 3.250% 3/0 (Principal)
Apollo Global Mgmt Ser A Mand Cnv (APO.PA)
Jazz Investments I Note 2.000% 6/1 (Principal)
Insmed Note 0.750% 6/0 (Principal)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ionis Pharmaceuticals Note 4/0 (Principal)
M/a (MTSI)
Marriott Vacations Worldwide Note 1/1 (Principal)

View all positions for CSS

Top funds holding First Trust Spclty Fin & Fncl Opptnts

LPL Financial
Sit Investment Associates
Saba Capital Management
Morgan Stanley
Rivernorth Capital Management
Almitas Capital
Commonwealth Equity Services
Alpine Partners VI
Atomi Financial Group
Flagship Harbor Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Raymond James Financial
Sym Financial Corporation
CSS

View all funds holding First Trust Spclty Fin & Fncl Opptnts