First Trust Specialty Finance and Financial Opportunities Fund

NYSE:FGB Stock Report

Market Cap: US$58.5m

First Trust Specialty Finance and Financial Opportunities Fund Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownershipn/a
Management average tenureno data
Board average tenure21.3yrs

Recent management updates

Recent updates

FGB: Potential Acquisition Taking An Extended Amount Of Time

Aug 09

FGB: Remains A Pass For Serious BDC Investors

Jul 28

FGB: Basket Of BDCs At A Discount

Jul 16

FGB: Back In Deep Discount Territory

Feb 21

FGB: Attractive Discount And Distribution Coverage Jumps

Oct 31

FGB: Discount And Decline Make This An Interesting Play

Jul 21

FGB: Higher Interest Rates Make This Fund Hold Up Better

Apr 30

FGB: Discount Indicates A Good Buying Opportunity

Dec 27

FGB: Discounted BDC Exposure With An 8.33% Distribution Yield

Sep 22

CEO

First Trust Specialty Finance and Financial Opportunities Fund has no CEO, or we have no data on them.


Board Members

NamePositionTenureCompensationOwnership
Niel Nielson
Independent Trustee21.3yrsUS$5.00kno data
Thomas Kadlec
Independent Trustee21.3yrsUS$4.96kno data
Richard Erickson
Lead Trustee21.3yrsUS$5.01kno data
James Bowen
Executive Chairman21.3yrsno datano data
Robert Keith
Independent Trustee18.9yrsUS$5.04kno data
21.3yrs
Average Tenure
69yo
Average Age

Experienced Board: FGB's board of directors are seasoned and experienced ( 21.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/22 08:53
End of Day Share Price 2025/05/22 00:00
EarningsN/A
Annual EarningsN/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

First Trust Specialty Finance and Financial Opportunities Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.