First Trust Spec Finance & Fincl Opp's portfolio and holdings

First Trust Spec Finance & Fincl Opp's portfolio and holdings

As per corporate shareholdings filed for Jan-2025, people matching First Trust Spec Finance & Fincl Opp publicly holds 29 stocks with a net worth of over US$ 66.9 M.

These are shares held by First Trust Spec Finance & Fincl Opp as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Mar-2025
Jan-2025
Dec-2024
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Sep-2024
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Dec-2023
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May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Blue Owl Capital Corp III First Trust Spec Finance & Fincl Opp 14.14 250,000 0.20% 0.00 3.5 M
AGNC Investment Corp First Trust Spec Finance & Fincl Opp 9.52 40,000 0.00% 0.00 380.8 K
Ares Capital Corp First Trust Spec Finance & Fincl Opp 22.11 205,000 0.03% 0.00 4.5 M
Bank Of America Corp. First Trust Spec Finance & Fincl Opp 41.25 10,000 0.00% 0.00 412.5 K
Barings BDC Inc First Trust Spec Finance & Fincl Opp 9.61 390,000 0.37% 0.00 3.7 M
Bain Capital Specialty Finance Inc First Trust Spec Finance & Fincl Opp 16.71 100,000 0.15% 0.00 1.7 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B First Trust Spec Finance & Fincl Opp 526.31 4,500 0.00% 0.00 2.4 M
Blackstone Inc First Trust Spec Finance & Fincl Opp 138.11 11,000 0.00% 0.00 1.5 M
Blackstone Secured Lending Fund. First Trust Spec Finance & Fincl Opp 32.93 160,000 0.07% 0.00 5.3 M
Crescent Capital BDC Inc First Trust Spec Finance & Fincl Opp 17.52 42,565 0.11% 0.00 745.7 K
Capital Southwest Corp. First Trust Spec Finance & Fincl Opp 22.37 71,000 0.14% 0.00 1.6 M
FS KKR Capital Corp First Trust Spec Finance & Fincl Opp 20.99 38,500 0.01% 0.00 808.1 K
Golub Capital BDC Inc First Trust Spec Finance & Fincl Opp 15.25 260,000 0.10% 0.00 4.0 M
Goldman Sachs BDC Inc First Trust Spec Finance & Fincl Opp 12.11 135,000 0.12% 0.00 1.6 M
Hercules Capital Inc First Trust Spec Finance & Fincl Opp 19.26 330,000 0.19% 0.00 6.4 M
Kayne Anderson BDC Inc First Trust Spec Finance & Fincl Opp 16.51 90,000 0.13% 0.00 1.5 M
Main Street Capital Corporation First Trust Spec Finance & Fincl Opp 56.66 111,000 0.13% 0.00 6.3 M
MidCap Financial Investment Corporation First Trust Spec Finance & Fincl Opp 13.04 65,000 0.07% 0.00 847.6 K
Markel Corp First Trust Spec Finance & Fincl Opp 1855.44 150 0.00% 0.00 278.3 K
Nuveen Churchill Direct Lending Corp First Trust Spec Finance & Fincl Opp 17.30 100,000 0.19% 0.00 1.7 M
Annaly Capital Management Inc First Trust Spec Finance & Fincl Opp 20.66 60,000 0.01% 0.00 1.2 M
New Mountain Finance Corp First Trust Spec Finance & Fincl Opp 11.07 353,000 0.33% 0.00 3.9 M
Oaktree Specialty Lending Corp First Trust Spec Finance & Fincl Opp 15.50 90,000 0.11% 0.00 1.4 M
OFS Capital Corp First Trust Spec Finance & Fincl Opp 8.99 98,000 0.73% 0.00 881.0 K
PennantPark Investment Corporation First Trust Spec Finance & Fincl Opp 7.06 256,000 0.39% 0.00 1.8 M
Portman Ridge Finance Corp First Trust Spec Finance & Fincl Opp 14.36 44,000 0.48% 0.00 631.8 K
SLR Investment Corp First Trust Spec Finance & Fincl Opp 17.15 161,000 0.30% 0.00 2.8 M
Trinity Capital Inc First Trust Spec Finance & Fincl Opp 15.83 48,000 0.08% 0.00 759.8 K
Sixth Street Specialty Lending Inc First Trust Spec Finance & Fincl Opp 22.34 197,000 0.21% 0.00 4.4 M
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