FGB

First Trust Specialty Finance and Financial Opportunities Fund

FGB

Market cap $59.6M

Delisted

FGB was delisted on the 27th of June, 2025.

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About: First Trust Specialty Fnc & Fncl Oppor is a United States-based closed-end management investment company. The Fund's primary investment objective is to seek a high level of current income. It seeks a positive total return as a secondary objective. The Fund seeks to achieve its investment objectives by investing at least 80% of its Managed Assets in a portfolio of securities of specialty finance and other financial companies.

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First Trust Announces Completion of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the reorganization of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB), a closed-end management investment company, managed by FTA and sub-advised by Confluence Investment Management LLC (“Confluence”), into FT Confluence BDC & Specialty Finance Income ETF (NYSE: FBDC), an actively managed exchange-traded fund (“ETF”) managed by FTA and sub-advised by Confluence, was completed pr.

First Trust Announces Completion of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF

First Trust Announces Expected Effective Date of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that, subject to the satisfaction of certain customary closing conditions, the reorganization of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB), a closed-end management investment company, managed by FTA and sub-advised by Confluence Investment Management LLC (“Confluence”), into FT Confluence BDC & Specialty Finance Income ETF (NYSE Arca: FBDC), an actively managed exchange-traded.

First Trust Announces Expected Effective Date of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

WHEATON, Ill,--(BUSINESS WIRE)--First Trust Specialty Finance and Financial Opportunities Fund (the "Fund") (NYSE: FGB) has declared the Fund's regularly scheduled quarterly distribution of $0.10 per share. The distribution will be payable on May 30, 2025, to shareholders of record as of May 22, 2025. The ex-dividend date is expected to be May 22, 2025. The quarterly distribution information for the Fund appears below. First Trust Specialty Finance and Financial Opportunities Fund (FGB): Distri.

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

First Trust Announces Results of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today the results of the special meeting of shareholders of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB) (the “Fund”) held on May 5, 2025. Shareholders of FGB, a diversified, closed-end management investment company organized as a Massachusetts business trust, have approved the reorganization of FGB with and into FT Confluence BDC & Specialty Finance Income ETF, a newly formed series of.

First Trust Announces Results of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF

CEF Weekly Review: Bull Market In CLO Equity CEFs

We review the CEF market valuation and performance through the fourth week of April and highlight recent market action. CEFs experienced a strong week, with all sectors rallying and trimming losses to around 2% in April, double that of March. Herzfeld Advisors' CEF CUBA shifts to CLO Equity strategy, with a 1.25% fee and 10% incentive on a 9% hurdle.

CEF Weekly Review: Bull Market In CLO Equity CEFs

First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the special meeting of shareholders of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB) (the “Fund”) held on April 21, 2025 has been adjourned in order to permit additional solicitation of shareholders and to allow shareholders additional time to vote on the reorganization of the Fund with and into FT Confluence BDC & Specialty Finance Income ETF, a newly formed series of First T.

First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF

First Trust Specialty Finance and Financial Opportunities Fund Announces Mailing of Proxy Materials for Special Meeting of Shareholders

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that proxy materials for the proposed reorganization of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB), a closed-end fund managed by FTA, with and into FT Confluence BDC & Specialty Finance Income ETF (the “ETF”), a newly formed series of First Trust Exchange-Traded Fund VIII (the “Reorganization”) have been mailed to shareholders. Shareholders of record of FGB as of the close of bu.

First Trust Specialty Finance and Financial Opportunities Fund Announces Mailing of Proxy Materials for Special Meeting of Shareholders

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Specialty Finance and Financial Opportunities Fund (the "Fund") (NYSE: FGB) has declared the Fund's regularly scheduled quarterly distribution of $0.10 per share. The distribution will be payable on February 28, 2025, to shareholders of record as of February 24, 2025. The ex-dividend date is expected to be February 24, 2025. The quarterly distribution information for the Fund appears below. First Trust Specialty Finance and Financial Opportunities Fun.

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Specialty Finance and Financial Opportunities Fund (the "Fund") (NYSE: FGB) has declared the Fund's regularly scheduled quarterly distribution of $0.10 per share. The distribution will be payable on December 2, 2024, to shareholders of record as of November 22, 2024. The ex-dividend date is expected to be November 22, 2024. The quarterly distribution information for the Fund appears below. First Trust Specialty Finance and Financial Opportunities Fund.

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share

Board of First Trust Specialty Finance and Financial Opportunities Fund Approves Conversion into an ETF and sets date of Annual Shareholder Meeting

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the Board of Trustees of First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB), a closed-end fund managed by FTA, approved the reorganization (the “Reorganization”) of FGB into FT Confluence BDC & Specialty Finance Income ETF, a newly created exchange-traded fund (“ETF”) that will be traded on the NYSE and will be an actively managed ETF managed by FTA and sub-advised by Confluence In.

Board of First Trust Specialty Finance and Financial Opportunities Fund Approves Conversion into an ETF and sets date of Annual Shareholder Meeting

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