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Get Institutions for : 
First Trust/Gallatin Specialty Finance & Financial Opportunities Fund (FGB)  
$3.90 0.01 (0.33%) as of 4:30 Wed 5/15


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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  : 
0.61 (18.39%)  




 
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
   Consolidated Portfolio Review Corp 51 - 2024-03-31 566,162 $2,134,000 -9,502
   Deschutes Portfolio Strategy LLC 85 - 2024-03-31 205,217 $774,000 -42,972
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2593 - 2024-03-31 115,702 $436,000 -26,547
   SHAKER FINANCIAL SERVICES, LLC 112 - 2023-12-31 121,027 $433,000 -155,798
   SYM FINANCIAL CORPORATION 100 - 2024-03-31 41,994 $158,000 -6,068
   Csenge Advisory Group 684 - 2024-03-31 31,770 $120,000 -4,834
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 655 - 2024-03-31 31,391 $118,000 -12,819
   Logan Stone Capital LLC 148 - 2023-12-31 24,987 $89,000 -2,240
   ADVISORY SERVICES NETWORK, LLC 1425 - 2024-03-31 17,478 $66,000 -1,673
   BDO Wealth Advisors LLC 419 - 2023-06-30 16,456 $54,000 -1,168
   SILVERHAWK ASSET MANAGEMENT LLC 31 - 2023-06-30 16,551 $54,000 -6,749
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 404 - 2024-03-31 12,281 $46,000 -32,369
  12 Records found
  1    
  Page 1 of 1
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