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Get Institutions for : 
First Trust/Gallatin Specialty Finance & Financial Opportunities Fund (FGB)  
$3.89 0.04 (1.04%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    3
Total shares held : 
4,000,858  
% of shares held : 
27.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
512,920  
% of shares held change : 
  3.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.31  
Last Quarter's Ending Price : 
$3.58  
Last Quarter's Average Price
$3.29  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (18.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 280,777
 7.02%
 
Increased Positions :
9
 643,190
 16.08%
 
Unchanged Positions :
7
 159,779
 3.99%
 
Decreased Positions :
13
-367,660
-9.19%
 
Closed Positions :
4
-43,387
-1.08%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 5690 *Closed 2024-03-31 0 $0 -3,210
   CLOUGH CAPITAL PARTNERS L P 160 *Closed 2024-03-31 0 $0 -12,542
   Logan Stone Capital LLC 158 *Closed 2024-03-31 0 $0 -24,987
   Almitas Capital LLC 84 *Closed 2024-03-31 0 $0 -45,984
   CSS LLC/IL 532 *Closed 2024-03-31 0 $0 -10,027
   Steward Partners Investment Advisory LLC 3521 *Closed 2024-03-31 0 $0 -7,408
   Quad-Cities Investment Group LLC 179 *Closed 2024-03-31 0 $0 -11,971
   SHAKER FINANCIAL SERVICES, LLC 171 *Closed 2024-03-31 0 $0 -121,027

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results