FGB

First Trust Specialty Finance and Financial Opportunities Fund FGB

Trading inactive

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
LPL Financial LLC California 0 0 0 1077057 1077057 7.5 % 06/11/2024
LPL Financial LLC California 0 0 0 784089 784089 5.5 % 09/02/2024
LPL Financial LLC California 0 0 0 784089 784089 5.5 % 09/02/2024
LPL Financial LLC California 0 0 0 889331.75 889331.75 6.2 % 03/02/2023
LPL Financial LLC California 0 0 0 889331.75 889331.75 6.2 % 03/02/2023
Nova R Wealth, Inc. Kansas USA 0 0 0 0 784883 5.5 % 06/02/2018
Nova R Wealth, Inc. Kansas USA 0 0 0 0 784883 5.5 % 06/02/2018
Fargo & Company Delaware 0 637001 0 670675 670675 4.68 % 10/04/2017
Fargo & Company Delaware 0 675705 0 724479 724479 5.06 % 27/01/2017
Old Lane Partners, LP Delaware 0 834680 0 834680 834680 5.9 % 17/06/2008
Old Lane, LP Delaware 0 834680 0 834680 834680 5.9 % 17/06/2008
Old Lane Partners GP, LLC Delaware 0 834680 0 834680 834680 5.9 % 17/06/2008
Old Lane Holdings, LP Delaware 0 834680 0 834680 834680 5.9 % 17/06/2008
Old Lane Holdings GP, LLC Delaware 0 834680 0 834680 834680 5.7 % 17/06/2008
Old Lane Hedge Fund GP, LLC Delaware 0 834680 0 834680 834680 5.9 % 17/06/2008

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District