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First Trust Specialty Finance and Financial Opportunities Fund (the Fund) is a diversified, closed-end management investment company. The Fund's primary investment objective is to seek a high level of current income. The Fund seeks total return as a secondary objective. The Fund pursues its investment objectives by investing approximately 80% of its managed assets in a portfolio of securities of specialty finance and other financial companies. The Fund concentrates its investments in securities of companies within industries in the financial sector. The Fund invests in various sectors, including the capital market, real estate investment trusts, financial services, banks, and insurance. The Fund's investment advisor is First Trust Advisors L.P. more
Time Frame | FGB | S&P500 |
---|---|---|
1-Week Return | 0.24% | 0.78% |
1-Month Return | 3% | 2.88% |
3-Month Return | - | 9.45% |
6-Month Return | -3.96% | -0.12% |
1-Year Return | 7.85% | 11.31% |
3-Year Return | 24.85% | 61.11% |
5-Year Return | 16.71% | 96.65% |
10-Year Return | -40.72% | 189.61% |
Time Frame | FGB | S&P500 |
---|---|---|
1-Week Return | 13.31% | 49.95% |
1-Month Return | 43.28% | 41.26% |
3-Month Return | 0.00% | 44.23% |
6-Month Return | -7.87% | -0.24% |
1-Year Return | 7.85% | 11.31% |
3-Year Return | 7.68% | 17.23% |
5-Year Return | 3.14% | 14.48% |
10-Year Return | -5.09% | 11.22% |
Stock name | Ticker | Weight |
---|---|---|
| - | 9.75% |
| - | 9.29% |
| - | 8.73% |
| - | 8.13% |
| - | 7.79% |
| - | 7.18% |
| - | 6.82% |
| - | 6.57% |
| - | 6.39% |
| - | 6.14% |
Sector | Weight |
---|---|
Financials | 100.00% |
FIRST TRUST SPECIALTY FIN (FGB) share price today is $4.12.
Yes, Indians can buy shares of FIRST TRUST SPECIALTY FIN (FGB) on Vested. To buy FGB from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of FIRST TRUST SPECIALTY FIN (FGB) on Vested. You can start investing in FIRST TRUST SPECIALTY FIN (FGB) with a minimum investment of $1.
The stock symbol (or ticker) of FIRST TRUST SPECIALTY FIN is FGB.
Yes, you can setup SIP in FIRST TRUST SPECIALTY FIN shares. Follow the below steps to create the SIP:
Here is the historical performance of FGB on the Vested app.
You can also access the top holdings, the expense ratio, and the sector breakdown for FIRST TRUST SPECIALTY FIN on Vested.
The expense ratio of FIRST TRUST SPECIALTY FIN (FGB) is 458%.