FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND
Institutional Ownership & Holdings Analysis
About
first-trust-specialty-finance--financial-opportunities-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $4.9M |
| 2 | LPL Financial LLC(2025-03-31) | $4.5M |
| 3 | Saba Capital Management, L.P.(2025-03-31) | $3.0M |
| 4 | Almitas Capital LLC(2025-03-31) | $917.0K |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC(2025-03-31) | $763.3K |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $744.0K |
| 7 | ABSOLUTE INVESTMENT ADVISERS, LLC(2025-03-31) | $635.1K |
| 8 | Atomi Financial Group, Inc.(2025-03-31) | $569.5K |
| 9 | CSS LLC/IL(2025-03-31) | $533.4K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC(2024-12-31) | $439.4K |
| 11 | North Ground Capital(2025-03-31) | $381.6K |
| 12 | WELLS FARGO & COMPANY/MN(2025-03-31) | $343.9K |
| 13 | NBC SECURITIES, INC.(2025-03-31) | $309.0K |
| 14 | SYM FINANCIAL Corp(2025-03-31) | $254.4K |
| 15 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $248.8K |
| 16 | Quarry LP(2025-03-31) | $244.6K |
| 17 | Good Life Advisors, LLC(2025-03-31) | $221.6K |
| 18 | OSAIC HOLDINGS, INC.(2025-03-31) | $204.0K |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP(2025-03-31) | $133.7K |
| 20 | Shaker Financial Services, LLC(2024-12-31) | $131.1K |
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$4.5M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$917.0K
As of 2025-03-31
Value:$763.3K
As of 2025-03-31
Value:$744.0K
As of 2025-03-31
Value:$635.1K
As of 2025-03-31
Value:$569.5K
As of 2025-03-31
Value:$533.4K
As of 2024-12-31
Value:$439.4K
As of 2025-03-31
Value:$381.6K
As of 2025-03-31
Value:$343.9K
As of 2025-03-31
Value:$309.0K
As of 2025-03-31
Value:$254.4K
As of 2025-03-31
Value:$248.8K
#16Quarry LP
As of 2025-03-31
Value:$244.6K
As of 2025-03-31
Value:$221.6K
As of 2025-03-31
Value:$204.0K
As of 2025-03-31
Value:$133.7K
As of 2024-12-31
Value:$131.1K
Total Institutional Holders:47
Top 10 Holders Own:82.1%