FGB : Institutional Ownership for First Trust/Gallatin Specialty Finance & Financial Opportunities Fund

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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:

Total Institutions:

Total shares held :

4,000,858

% of shares held :

27.94%

Changes In:

Chanes 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:

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%

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
KPP Advisory Services LLC	153	*Closed	2023-12-31	0	$0	-17,340
J P MORGAN CHASE & CO	5690	*Closed	2024-03-31	0	$0	-3,210
Atria Wealth Solutions Inc.	1973	*Closed	2023-12-31	0	$0	-15,900
UBS Group AG	8609	*Closed	2023-12-31	0	$0	-5,147
Quad-Cities Investment Group LLC	179	*Closed	2024-03-31	0	$0	-11,971

5 Records found

Page 1 of 1

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