FGB

First Trust Special Financ

Latest period2024 - Q3Total superinvestors36

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 36 superinvestors own shares of First Trust Special Financ (FGB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Special Financ (FGB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Special Financ (FGB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Special Financ (FGB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -4.08%
0.01%
$4.343M
1.067M shares@ 4.07 avg price
Benjamin Vice@Saba Capital Management, L.p.
Recent Activity
Decreased -32.51%
0.07%
$3.044B
747,940 shares@ 4070.01 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
Increased 0.54%
0.01%
$2.32M
570,129 shares@ 4.08 avg price
Marcus Collins@Rivernorth Capital Management, Llc
Recent Activity
Increased 86.27%
0.08%
$1.601M
393,429 shares@ 4.07 avg price
Paul E. Rasmussen@Sit Investment Associates Inc
Recent Activity
New Position
0.03%
$1.159M
284,696 shares@ 4.08 avg price
Mike Gomez@Almitas Capital Llc
Recent Activity
New Position
0.26%
$730,508
179,486 shares@ 4.07 avg price
Alexander Hansen@Commonwealth Equity Services, Llc
Recent Activity
Increased 2.73%
0.01%
$725,000
178,100 shares@ 4.08 avg price
Amy Tarlowe@Alpine Global Management, Llc
Recent Activity
Decreased -0.31%
0.16%
$649,165
159,500 shares@ 4.07 avg price
Aryn Sands@Consolidated Portfolio Review Corp
Recent Activity
Decreased -33.77%
0.14%
$587,881
144,443 shares@ 4.07 avg price
James D Sullivan@Private Advisor Group, Llc
Recent Activity
Decreased -25.73%
0.01%
$516,720
126,958 shares@ 4.08 avg price