First Trust Specialty Finance and Financial Opportunities Fund Institutional Ownership

FGB 
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0.22
3.79%
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Exchange: NYSE

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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 10.40%
Total Shares Outstanding (millions) 14
Total Value of Holdings (millions) $9

Active Positions

Holders Shares
Increased Positions 19 287,150
Decreased Positions 4 215,993
Held Positions 2 983,825
Total Institutional Shares 25 1,486,968

New and Sold Out Positions


Holders Shares
New Positions 9 239,378
Sold Out Positions 3 205,727

25 Institutional Holders
1,486,968 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
WELLS FARGO & COMPANY/MN 06/30/2015 552,087 11,985 2.22 3,208
APRIEM ADVISORS 06/30/2015 175,254 5,476 3.23 1,018
BAIRD ROBERT W & CO INC /WI/ 03/31/2015 172,525 8,231 5.01 1,002
MORGAN STANLEY 06/30/2015 143,267 (10,266) (6.69) 832
BAIRD FINANCIAL GROUP, INC. 06/30/2015 124,145 124,145 New 721
COMMONWEALTH EQUITY SERVICES, INC 06/30/2015 111,936 4,905 4.58 650
WOLVERINE ASSET MANAGEMENT LLC 06/30/2015 64,087 64,087 New 372
IFC HOLDINGS INCORPORATED/FL 06/30/2015 27,069 11,120 69.72 157
UBS GROUP AG 06/30/2015 19,445 2,398 14.07 113
CAPITAL INVESTMENT ADVISORS, LLC 06/30/2015 15,900 15,900 New 92
ROYAL BANK OF CANADA 06/30/2015 14,717 17 .12 86
LPL FINANCIAL LLC 06/30/2015 13,461 3,351 33.15 78
LAKEVIEW CAPITAL PARTNERS, LLC 06/30/2015 12,344 12,344 New 72
TFS CAPITAL LLC 06/30/2015 11,659 11,659 New 68
DOLIVER CAPITAL ADVISORS, INC. 06/30/2015 10,248 10,248 New 60

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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