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FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (FGB)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Consolidated Portfolio Review Corp
| 611,290 | 102,448 | 1,992,804,000 | 0.47 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 609,890 | 33,430 | 1,915,055,000 | 0.00 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 476,229 | 82,432 | 1,552,507,000 | 0.00 | |
Hist
| 06/30/2023 |
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Shaker Financial Services, LLC
| 264,448 | 160,902 | 830,367,000 | 0.36 | |
Hist
| 03/31/2023 |
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Raymond James Financial Services Advisors, Inc.
| 193,546 | -104,356 | 592,251,000 | 0.00 | |
Hist
| 12/31/2022 |
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FLAGSHIP HARBOR ADVISORS, LLC
| 124,579 | -18,425 | 406,128,000 | 0.03 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 85,531 | 13,865 | 278,830,000 | | |
Hist
| 06/30/2023 |
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SYM FINANCIAL Corp
| 84,537 | 0 | 275,591,000 | 0.06 | |
Hist
| 06/30/2023 |
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Csenge Advisory Group
| 72,261 | -3,448 | 226,898,000 | 0.02 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 62,916 | 365 | 205,105,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cetera Advisors LLC
| 39,287 | 1,000 | 123,361,000 | 0.00 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 36,282 | -33,000 | 118,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| 29,124 | -941 | 89,120,000 | 0.02 | |
Hist
| 12/31/2022 |
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Advisory Services Network, LLC
| 20,151 | 0 | 65,692,000 | 0.00 | |
Hist
| 06/30/2023 |
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Quad-Cities Investment Group, LLC
| 19,223 | -8,909 | 64,781,000 | 0.04 | |
Hist
| 09/30/2023 |
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BDO Wealth Advisors, LLC
| 17,624 | -11,037 | 55,340,000 | 0.01 | |
Hist
| 03/31/2023 |
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SILVERHAWK ASSET MANAGEMENT, LLC
| 16,551 | 16,551 | 53,956,000 | 0.04 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 17,068 | 17,068 | 53,595,000 | 0.00 | |
Hist
| 03/31/2023 |
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Equitable Holdings, Inc.
| 16,000 | 16,000 | 52,160,000 | 0.00 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 15,475 | 15,475 | 48,592,000 | 0.00 | |
Hist
| 03/31/2023 |
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Steward Partners Investment Advisory, LLC
| 7,408 | 0 | 24,150,000 | 0.00 | |
Hist
| 06/30/2023 |
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Lindbrook Capital, LLC
| 5,000 | 0 | 15,300,000 | 0.00 | |
Hist
| 12/31/2022 |
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UBS Group AG
| 2,635 | 2,635 | 8,590,000 | 0.00 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 2,390 | -1,000 | 7,313,000 | 0.00 | |
Hist
| 12/31/2022 |
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JPMORGAN CHASE & CO
| 901 | 901 | 2,937,000 | 0.00 | |
Hist
| 06/30/2023 |
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American Portfolios Advisors
| 604 | 604 | 1,727,000 | 0.00 | |
Hist
| 09/30/2022 |
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Alpine Global Management, LLC
| 75,035 | 75,035 | 245,000 | 0.07 | |
Hist
| 06/30/2023 |
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Good Life Advisors, LLC
| 50,183 | -606 | 144,000 | 0.02 | |
Hist
| 09/30/2022 |
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