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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $53,647 | -3.1% | 16,456 | -6.6% | 0.01% | -14.3% |
| Q1 2023 | $55,340 | -36.9% | 17,624 | -38.5% | 0.01% | -36.4% |
| Q4 2022 | $87,703 | +4.4% | 28,661 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $84,000 | -10.6% | 29,404 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $94,000 | -23.6% | 29,404 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $123,000 | -6.8% | 29,404 | -8.8% | 0.01% | -7.1% |
| Q4 2021 | $132,000 | +3.1% | 32,254 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $128,000 | -20.5% | 32,254 | -18.8% | 0.01% | -22.2% |
| Q2 2021 | $161,000 | +1.3% | 39,742 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $159,000 | – | 39,742 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Nova R Wealth, Inc. | 155,926 | $638,000 | 0.52% |
| Quad-Cities Investment Group, LLC | 61,095 | $250,000 | 0.16% |
| Shaker Financial Services, LLC | 86,527 | $354,000 | 0.12% |
| Logan Stone Capital, LLC | 25,604 | $105,000 | 0.10% |
| SYM FINANCIAL Corp | 52,649 | $215,000 | 0.08% |
| FLAGSHIP HARBOR ADVISORS, LLC | 156,179 | $639,000 | 0.06% |
| Good Life Advisors, LLC | 49,821 | $204,000 | 0.02% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 23,987 | $98,000 | 0.01% |
| BDO Wealth Advisors, LLC | 32,254 | $132,000 | 0.01% |
| Future Financial Wealth Managment LLC | 3,200 | $13,000 | 0.01% |