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Get Institutions for : 
First Trust/Gallatin Specialty Finance & Financial Opportunities Fund (FGB)  
$3.91 0.09 (2.44%) as of 4:30 Tue 5/14


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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  : 
0.62 (18.78%)  




 
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
   Alpine Partners VI LLC 95 - 2023-12-31 89,346 $320,000 0
   MULTIFINANCIAL SECURITIES CORP 1671 - 2023-12-31 38,184 $137,000 0
   L.M. KOHN & COMPANY 272 - 2024-03-31 11,800 $44,000 0
   Equitable Holdings Inc. 1112 - 2023-12-31 10,000 $36,000 0
   IFP Advisors Inc 1722 - 2023-12-31 8,518 $30,000 0
   Steward Partners Investment Advisory LLC 2242 - 2023-12-31 7,408 $27,000 0
   NBC SECURITIES INC. 1391 - 2024-03-31 6,323 $23,000 0
   US BANCORP 3249 - 2024-03-31 2,900 $11,000 0
   PROEQUITIES INC. 2287 - 2024-03-31 0 $0 0

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