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First Trust Spclty Fin & Fncl Opptnts shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in First Trust Spclty Fin & Fncl Opptnts

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All positions including First Trust Spclty Fin & Fncl Opptnts held by Morgan Stanley 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 Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 567k 3.89
2024-03-31 $2.1M 558k 3.77
2023-12-31 $1.9M 539k 3.58
2023-09-30 $1.8M 527k 3.37
2023-06-30 $1.6M 476k 3.26
2022-12-31 $1.2M 394k 3.06
2022-06-30 $1.1M 348k 3.19
2022-03-31 $1.3M 306k 4.18
2021-06-30 $432k 107k 4.04
2020-12-31 $453k 147k 3.08
2020-09-30 $367k 159k 2.31
2020-06-30 $319k 98k 3.26
2020-03-31 $274k 133k 2.07
2019-12-31 $298k 50k 5.98
2019-09-30 $333k 54k 6.19
2019-03-31 $335k 54k 6.15
2018-12-31 $170k 33k 5.22
2018-09-30 $336k 53k 6.34
2018-06-30 $350k 58k 6.01
2018-03-31 $340k 57k 6.02
2017-12-31 $272k 44k 6.14
2017-03-31 $102k 14k 7.41
2016-12-31 $133k 19k 7.07
2016-09-30 $97k 14k 6.92
2016-06-30 $67k 11k 6.15
2016-03-31 $41k 6.6k 6.25
2015-12-31 $89k 16k 5.57
2015-09-30 $804k 134k 6.02
2015-06-30 $923k 143k 6.44
2014-12-31 $1.8M 223k 7.94
2014-09-30 $0 150k 0.00
2014-06-30 $1.7M 205k 8.10
2014-03-31 $1.2M 162k 7.71
2013-12-31 $1.0M 130k 7.83
2013-09-30 $957k 117k 8.15

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Top funds holding First Trust Spclty Fin & Fncl Opptnts

Saba Capital Management
LPL Financial
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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
Atlas Wealth
Wells Fargo & Company

View all funds holding First Trust Spclty Fin & Fncl Opptnts