1. First Trust Specialty Finance & Financial Opportunities Fund
  2. First Trust Specialty Finance & Financial Opportunities Fund Ownership

Historical shareholding details of Shaker Financial Services, LLC holdings in First Trust Specialty Finance & Financial Opportunities Fund (FGB)

Monthly changes of Shaker Financial Services, LLC shareholding in First Trust Specialty Finance & Financial Opportunities Fund over the previous months

Month Name Total no. shares held Percent Holding
Jun 30, 2025 Shaker Financial Services, Llc 0 0.00%
May 31, 2025 Shaker Financial Services, Llc 0 0.00%
Apr 30, 2025 Shaker Financial Services, Llc 0 0.00%
Mar 31, 2025 Shaker Financial Services, Llc 0 0.00%
Mar 31, 2025 Shaker Financial Services, Llc 0 0.00%
Feb 28, 2025 Shaker Financial Services, Llc 31,134 0.22%
Jan 31, 2025 Shaker Financial Services, Llc 31,134 0.22%
Dec 31, 2024 Shaker Financial Services, Llc 31,134 0.22%
Dec 31, 2024 Shaker Financial Services, Llc 31,134 0.22%
Nov 30, 2024 Shaker Financial Services, Llc 34,718 0.24%
Oct 31, 2024 Shaker Financial Services, Llc 34,718 0.24%
Sep 30, 2024 Shaker Financial Services, Llc 41,538 0.29%
Sep 30, 2024 Shaker Financial Services, Llc 34,718 0.24%
Aug 31, 2024 Shaker Financial Services, Llc 13,304 0.09%
Jul 31, 2024 Shaker Financial Services, Llc 13,304 0.09%
Jun 30, 2024 Shaker Financial Services, Llc 13,304 0.09%
Jun 30, 2024 Shaker Financial Services, Llc 6,678 0.05%
May 31, 2024 Shaker Financial Services, Llc 114,335 0.80%
Apr 30, 2024 Shaker Financial Services, Llc 114,335 0.80%
Mar 31, 2024 Shaker Financial Services, Llc 0 0.00%
Mar 31, 2024 Shaker Financial Services, Llc 114,335 0.80%
Feb 29, 2024 Shaker Financial Services, Llc 114,335 0.80%
Jan 31, 2024 Shaker Financial Services, Llc 114,335 0.80%
Dec 31, 2023 Shaker Financial Services, Llc 121,027 0.84%
Dec 31, 2023 Shaker Financial Services, Llc 227,913 1.59%
Nov 30, 2023 Shaker Financial Services, Llc 227,913 1.59%
Oct 31, 2023 Shaker Financial Services, Llc 227,913 1.59%
Sep 30, 2023 Shaker Financial Services, Llc 276,825 1.93%
Sep 30, 2023 Shaker Financial Services, Llc 118,876 0.83%
Aug 31, 2023 Shaker Financial Services, Llc 118,876 0.83%
Jul 31, 2023 Shaker Financial Services, Llc 118,876 0.83%
Jun 30, 2023 Shaker Financial Services, Llc 126,660 0.88%
Jun 30, 2023 Shaker Financial Services, Llc 240,303 1.67%
May 31, 2023 Shaker Financial Services, Llc 240,303 1.67%
Mar 31, 2023 Shaker Financial Services, Llc 264,448 1.84%

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