First Trust Specialty Finance and Financial Opportunities Fund


First Trust Specialty Finance and Financial Opportunities Fund Website Screenshot

http://www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FGB

First Trust Specialty Finance and Financial Opportunities Fund Company Intro

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.

Industry

Financial Services

First Trust Specialty Finance and Financial Opportunities Fund Headquaters

120 East Liberty Drive
Wheaton,60187
United States


First Trust Specialty Finance and Financial Opportunities Fund Share price

14 Sep 2022 09:14 GMT

$3.4000

-0.01 (-0.29 %)


First Trust Specialty Finance and Financial Opportunities Fund Market cap

$48.85 M


WMC RANKING

2023

First Trust Specialty Finance and Financial Opportunities Fund # 221

Asset Management

Latest First Trust Specialty Finance and Financial Opportunities Fund News



WMC Market Score


WMC Market to Revenue Score


First Trust Specialty Finance and Financial Opportunities Fund Market Financials


Revenue, Expenses, Profit


Company Currency Revenue Expense Profit Market Cap WMC Sector Score
First Trust Specialty Finance and Financial Opportunities Fund USD $-29,085 N/A $-29,388 $489M 221
The Bank of New York Mellon Corporation USD $15,336,000 N/A $3,333,000 $356,450B 1
Ameriprise Financial, Inc. USD $12,287,000 N/A $-65,000 $300,400B 3
State Street Corporation USD $10,489,000 N/A $2,166,000 $263,730B 4
Franklin Resources, Inc. USD $6,937,700 $1,276,000 $1,055,500 $122,800B 5

Market Analytics


Company Search vs Top 4 Industry Competitors



Total First Trust Specialty Finance and Financial Opportunities Fund Social Followers vs Top 4 Industry Competitors



First Trust Specialty Finance and Financial Opportunities Fund Post vs Top 4 Industry Competitors




First Trust Specialty Finance and Financial Opportunities Fund Digital Footprint By Size vs Top 4 Industry Competitors



First Trust Specialty Finance and Financial Opportunities Fund Digital Footprint By Change Rate vs Top 4 Industry Competitors



First Trust Specialty Finance and Financial Opportunities Fund WMC Market Score Calculations


Details Revenue Total Social Followers Total Social Posts Search Volume Digital Footprint Size Digital change (New Pages) WMC Market Score
First Trust Specialty Finance and Financial Opportunities Fund -0.19 0 0 0 0 0 0.10
The Bank of New York Mellon Corporation 100 100 60.37 9 0 0 100
Ameriprise Financial, Inc. 80.12 63.70 100 4 0 0 99.02
State Street Corporation 68.39 17.70 0.66 100 0 0 70.07
Franklin Resources, Inc. 45.24 42.39 1.02 0 0 0 25.82

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