FGB Stock Overview
First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 0/6 |
| Dividends | 0/6 |
First Trust Specialty Finance and Financial Opportunities Fund Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$3.68 |
| 52 Week High | US$3.79 |
| 52 Week Low | US$2.85 |
| Beta | 0 |
| 1 Month Change | -0.41% |
| 3 Month Change | 1.66% |
| 1 Year Change | 23.49% |
| 3 Year Change | -10.68% |
| 5 Year Change | -42.26% |
| Change since IPO | -81.60% |
Recent News & Updates
FGB: Remains A Pass For Serious BDC Investors
Jul 28FGB: Basket Of BDCs At A Discount
Jul 16FGB: Back In Deep Discount Territory
Feb 21Recent updates
FGB: Remains A Pass For Serious BDC Investors
Jul 28FGB: Basket Of BDCs At A Discount
Jul 16FGB: Back In Deep Discount Territory
Feb 21FGB: Attractive Discount And Distribution Coverage Jumps
Oct 31FGB: Discount And Decline Make This An Interesting Play
Jul 21FGB: Higher Interest Rates Make This Fund Hold Up Better
Apr 30FGB: Discount Indicates A Good Buying Opportunity
Dec 27FGB: Discounted BDC Exposure With An 8.33% Distribution Yield
Sep 22Evaluating CEFs: FGB Is Not A Replacement For BIZD
Jun 19Shareholder Returns
| FGB | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 3.9% | 1.9% | 1.0% |
| 1Y | 23.5% | 28.1% | 21.9% |
Return vs Industry: FGB underperformed the US Capital Markets industry which returned 31.6% over the past year.
Return vs Market: FGB underperformed the US Market which returned 24.9% over the past year.
Price Volatility
| FGB volatility | |
|---|---|
| FGB Average Weekly Movement | 2.0% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: FGB has not had significant price volatility in the past 3 months.
Volatility Over Time: FGB's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2007 | n/a | n/a | www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FGB |
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.
First Trust Specialty Finance and Financial Opportunities Fund Fundamentals Summary
| FGB fundamental statistics | |
|---|---|
| Market cap | US$52.87m |
| Earnings (TTM) | US$0 |
| Revenue (TTM) | n/a |
n/a
P/E Ration/a
P/S RatioIs FGB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FGB income statement (TTM) | |
|---|---|
| Revenue | US$0 |
| Cost of Revenue | US$0 |
| Gross Profit | US$0 |
| Other Expenses | US$0 |
| Earnings | US$0 |
Last Reported Earnings
n/a
Next Earnings Date
n/a
| Earnings per share (EPS) | 0 |
| Gross Margin | 0.00% |
| Net Profit Margin | 0.00% |
| Debt/Equity Ratio | 0.0% |
How did FGB perform over the long term?
See historical performance and comparison