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First Trust Spclty Fin & Fncl Opptnts Fd
None
Phone: (630) 765-8000p:630 765-8000 WHEATON, MA  00000  United States Ticker: FGBFGB

Business Summary
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, under normal market conditions, at least 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, including specialty finance companies, banks, savings institutions, brokerage firms, investment management companies, insurance companies, holding companies of the foregoing and companies that provide related services to such companies. The Fund's investment advisor is First Trust Advisors L.P.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
11/30/2010-YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board of Trustees James A.Bowen 1/23/2012 1/1/2004
President, Chief Executive Officer James M.Dykas 56 1/1/2016 1/1/2005
Chief Financial Officer, Chief Accounting Officer, Treasurer Donald P.Swade 50 1/1/2016 9/1/2012
8 additional Officers and Directors records available in full report.

Business Names
Business Name
FGB
First Trust Gallatin Spec Fin & Fin Opp
First Trust Spclty Fin & Fncl Opptnts Fd

General Information
Outstanding Shares: 14,367,591 (As of 5/31/2020)
Stock Exchange: NYSE
Federal Tax Id: 061810845
Fax Number: (617) 428-0928


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Tuesday, August 29, 2023