First Trust Specialty Finance and Financial Opportunities Fund (FGB) Stock Price, News & Analysis

Company Overview

First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.

Key Stats

• Today's Range: $4.12 to $4.22
• 50-Day Range: $4.06 to $4.33
• 52-Week Range: $3.39 to $4.42
• Volume: 27,350 shs
• Average Volume: 52,026 shs
• Market Capitalization: N/A
• P/E Ratio: N/A
• Dividend Yield: 9.18%
• Price Target: N/A
• Consensus Rating: N/A

FGB Stock Analysis - Frequently Asked Questions

How have FGB shares performed this year?

First Trust Specialty Finance and Financial Opportunities Fund's stock was trading at $3.58 at the start of the year. Since then, FGB shares have increased by 15.6% and is now trading at $4.14.
View the best growth stocks for 2024 here.

Who are First Trust Specialty Finance and Financial Opportunities Fund's major shareholders?

Top institutional shareholders of First Trust Specialty Finance and Financial Opportunities Fund include Rivernorth Capital Management LLC, Rivernorth Capital Management LLC, Consolidated Portfolio Review Corp and Private Advisor Group LLC.
View institutional ownership trends.

How do I buy shares of First Trust Specialty Finance and Financial Opportunities Fund?

Shares of FGB stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
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What other stocks do shareholders of First Trust Specialty Finance and Financial Opportunities Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that First Trust Specialty Finance and Financial Opportunities Fund investors own include Pimco Dynamic Income Opportunities Fund (PDO), Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG), Pioneer Natural Resources (PXD), Rithm Capital (RITM), Kayne Anderson Energy Infrastructure Fund (KYN), Fidus Investment (FDUS) and ONEOK (OKE).

Company Calendar

• Ex-Dividend for 12/2 Dividend: 11/22/2024
• Dividend Payable: 12/02/2024
• Today: 12/21/2024

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Financial Services
• Industry: Asset Management
• Sub-Industry: Financial Services
• Current Symbol: NYSE:FGB
• CUSIP: N/A
• CIK: 1392994
• Web: www.ftportfolios.com
• Phone: 630-765-8000
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: $17.98 million
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: N/A
• Free Float: N/A
• Market Cap: N/A
• Optionable: Not Optionable
• Beta: N/A