The First Trust Specialty Finance and Financial Opportunities Fund (FGB) functions as a closed-end equity mutual fund. It was established and is primarily overseen by First Trust Advisors L.P., with additional management responsibilities shared by Confluence Investment Management LLC. The fund's investment approach concentrates on public equity markets within the United States, specifically seeking out companies operating in the specialty finance and broader financial sectors. Its portfolio predominantly consists of value stocks, supplemented by investments in Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), and various mortgage-related securities. All investment decisions are guided by a thorough process of fundamental analysis. To assess its performance, the fund utilizes a composite benchmark consisting of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. Formed on March 20, 2007, and domiciled in the U.S., the fund was formerly identified as the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund.
¿Cuál es el precio de la acción de First Trust Specialty Finance and Financial Opportunities Fund hoy?▼
El precio actual de XFGBX es $4,19 USD — ha aumentado un +1,21% en las últimas 24 horas. Observa más de cerca el rendimiento de la acción de First Trust Specialty Finance and Financial Opportunities Fund en el gráfico.
¿Cuál es el símbolo de la acción de First Trust Specialty Finance and Financial Opportunities Fund?▼
Según la bolsa, el símbolo de la acción puede variar. Por ejemplo, en la bolsa NASDAQ, las acciones de First Trust Specialty Finance and Financial Opportunities Fund se negocian bajo el símbolo XFGBX.
¿First Trust Specialty Finance and Financial Opportunities Fund paga dividendos?▼
Sí, los dividendos de XFGBX se pagan mensual. El último dividendo por acción fue de 0,15 USD. A día de hoy, el rendimiento por dividendo (FWD)% es 42,96%.
¿En qué sector se encuentra First Trust Specialty Finance and Financial Opportunities Fund?▼
First Trust Specialty Finance and Financial Opportunities Fund opera en el sector Finanzas y Pagos.
¿Cuándo realizó First Trust Specialty Finance and Financial Opportunities Fund un split de acciones?▼
First Trust Specialty Finance and Financial Opportunities Fund no ha tenido ningún split reciente.
¿Dónde tiene su sede First Trust Specialty Finance and Financial Opportunities Fund?▼
La sede de First Trust Specialty Finance and Financial Opportunities Fund se encuentra en Wheaton, Estados Unidos.