NYSE: FGB - First Trust Specialty Finance and Financial Opportunities Fund

Rentabilität für sechs Monate: +9.39%
Dividendenrendite: +9.12%
Sektor: Нефтегаз

Aktionsplan First Trust Specialty Finance and Financial Opportunities Fund

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Über das Unternehmen First Trust Specialty Finance and Financial Opportunities Fund

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.

weitere details
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.
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ISIN US33733G1094
Валюта usd
Див.доход ао 9.03
Дивиденд ао 0.33
Сайт https://www.ftportfolios.com/Retail/Cef/CefSummary.aspxTicker=FGB
Цена ао 4.05
Preisänderung pro Tag: +0.2326% (4.3)
Preisänderung pro Woche: +4.11% (4.14)
Preisänderung pro Monat: +1.65% (4.24)
Preisänderung über 3 Monate: +5.64% (4.08)
Preisänderung über sechs Monate: +9.39% (3.9399)
Preisänderung pro Jahr: +20.39% (3.58)
Preisänderung über 3 Jahre: +12.53% (3.83)
Preisänderung über 5 Jahre: -25.04% (5.75)
Preisänderung über 10 Jahre: 0% (4.31)
Preisänderung seit Jahresbeginn: +1.89% (4.23)
Alle Parameter

Unterschätzung

Name Bedeutung Grad
P/S 0 0
P/BV 0 0
P/E 0 0
EV/EBITDA 0 0
Gesamt: 2.5

Effizienz

Name Bedeutung Grad
ROA, % 0 0
ROE, % 0 0
Gesamt: 0

Dividenden

Name Bedeutung Grad
Div yield, % 9.12 10
DSI 0.7857 7.86
Gesamt: 5.41

Pflicht

Name Bedeutung Grad
Debt/EBITDA 0 10
Gesamt: 10

Wachstumsimpuls

Name Bedeutung Grad
Rentabilität Revenue, % 0 0
Rentabilität Ebitda, % 0 0
Rentabilität EPS, % 0 0
Gesamt: 0
Weitere Details

Institutionen Volumen Aktie, %
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Consolidated Portfolio Review Corp 575664 4.01
Morgan Stanley 538655 3.75
Private Advisor Group, LLC 267525 1.86
Matisse Capital 248189 1.73
Saba Capital Management, L.P. 194818 1.36
Commonwealth Equity Services, LLC 148154 1.03
Raymond James Financial Services Advisors, Inc. 142249 0.99
Shaker Financial Services, LLC 121027 0.84
Flagship Harbor Advisors, LLC 112179 0.78

ETF Aktie, % Rentabilität für das Jahr, % Dividenden, %
Saba Closed End Funds ETF 0.13039 17.31 2.29022



Adresse: United States, Wheaton. IL, 120 East Liberty Drive - in Google Maps öffnen, Öffnen Sie Yandex-Karten
Webseite: https://www.ftportfolios.com/Retail/Cef/CefSummary.aspxTicker=FGB