Archford Capital Strategies, LLC - FIRST TRUST SPECIALTY FINANC ownership

FIRST TRUST SPECIALTY FINANC's ticker is FGB and the CUSIP is 33733G109. A total of 33 filers reported holding FIRST TRUST SPECIALTY FINANC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of FIRST TRUST SPECIALTY FINANC
ValueSharesWeighting
Q2 2019$12,0000.0%2,0000.0%0.00%0.0%
Q1 2019$12,000
+20.0%
2,0000.0%0.00%0.0%
Q4 2018$10,000
-23.1%
2,0000.0%0.00%
-20.0%
Q3 2018$13,000
+8.3%
2,0000.0%0.01%
+25.0%
Q2 2018$12,0000.0%2,0000.0%0.00%
-20.0%
Q1 2018$12,0002,0000.01%
Other shareholders
FIRST TRUST SPECIALTY FINANC shareholders Q3 2023
NameSharesValueWeighting ↓
Matisse Capital 242,712$817,9390.58%
Consolidated Portfolio Review Corp 614,792$2,071,8500.50%
Shaker Financial Services, LLC 276,825$932,9010.44%
Alpine Global Management, LLC 89,346$301,0960.08%
SYM FINANCIAL Corp 84,537$284,8900.05%
Quad-Cities Investment Group, LLC 19,223$64,7810.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 49,412$166,5180.04%
FLAGSHIP HARBOR ADVISORS, LLC 114,079$384,4490.03%
Logan Stone Capital, LLC 27,227$91,7550.02%
Good Life Advisors, LLC 50,810$171,2290.02%
View complete list of FIRST TRUST SPECIALTY FINANC shareholders