FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (FGB) - Insider Holders & Insider Ownership

List of insiders holdings for FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1Keller Mark A.
Officer-Investment Sub-Advisor
2009-01-13 11:54:5110,000
0
10,000Form 4
2SCHULTE DAVID J
Director-Investment Subadviser
2012-01-13 18:32:337,025
0
7,025Form 5
3Miyazaki David B.
Officer-Investment Sub-Advisor
2008-12-31 11:09:264,100
0
4,100Form 4
4HANSEN BRIAN N
Officer-Investment Sub-Advisor
2021-09-09 17:54:450
4,000
4,000Form 4
5HANZLIK JOSEPH J
Officer-Investment Sub-Advisor
2008-08-21 17:59:150
2,000
2,000Form 4
6Winter Daniel T.
Officer-Investment Sub-Advisor
2014-12-30 14:17:00400
0
400Form 4
7UREVIG KATHERINE L
Assistant Treasurer
2014-06-18 12:17:080
0
0Form 4
8TORTOISE CAPITAL ADVISORS LLC
Affiliate of Inv. Subadviser
2008-11-21 14:32:540
0
0Form 3
9FIRST TRUST PORTFOLIOS LP
Affiliate of Issuer's Advisor
2009-05-07 18:26:410
0
0Form 4
10CAREY ROBERT F
Vice President
2014-06-18 12:14:280
0
0Form 4
11ERICKSON JON C
Investment Adviser
2014-06-18 12:14:500
0
0Form 4
12GATTA ROSANNE
Assistant Secretary
2014-06-18 12:15:160
0
0Form 4
13KLASSMAN ERIN E
Assistant Secretary
2014-06-18 12:15:410
0
0Form 4
14LYNCH COLEEN D
Assistant Vice President
2014-06-18 12:16:020
0
0Form 4
15SHANNON SHANE
Assistant Secretary
2014-06-18 12:16:280
0
0Form 4
16Swade Donald
Assistant Treasurer
2014-06-18 12:16:480
0
0Form 4
17DAHL PATRICIA A
Officer-Investment Sub-Adviser
2008-08-06 17:39:330
0
0Form 3
18BRADLEY MARK R
President
2016-01-08 09:11:260
0
0Form 5
19KOCHEVAR ANNE
Officer - Invest. Sub-Advisor
2019-07-05 10:04:170
0
0Form 5
20Farmer Steven Patrick
Officer-Invest. Sub-Advisor
2019-07-15 13:41:570
0
0Form 3
21HALL R SCOTT
Officer-Investment Advisor
2020-06-30 16:34:260
0
0Form 5
22FRISKE SCOTT MICHAEL
Officer - Investment Advisor
2020-07-02 14:48:310
0
0Form 3
23BROWN KATHLEEN WIELAND
Officer-Investment Advisor
2021-08-17 17:31:180
0
0Form 5
24DEHLER KELLY CATHERINE
Officer - Investment Advisor
2021-08-17 13:47:560
0
0Form 3
25DENISE M KEEFE
Director
2021-11-05 16:54:010
0
0Form 3
26KADLEC THOMAS R
Director
2021-12-29 15:35:260
0
0Form 4
27Wright Bronwyn
Director
2023-09-12 17:35:140
0
0Form 3
28MALTBIE DEREK
Treasurer and CFO
2024-04-18 12:46:180
0
0Form 3
29KEITH ROBERT F
Director
2007-05-24 13:08:330
0
0Form 3
30MILLER PETER M
Director
2007-05-23 12:02:150
0
0Form 3
31O'Donnell Thomas N.
Director
2007-05-23 12:10:140
0
0Form 3
32Gallatin Asset Management Inc.
Investment Advisor
2007-05-23 14:33:270
0
0Form 3
33Scafati Michael
Director
2007-05-23 12:14:040
0
0Form 3
34Havey James M.
Director
2007-05-23 11:27:520
0
0Form 3
35BOWEN JAMES A
President
2007-05-24 12:55:550
0
0Form 3
36BRADLEY CHARLES H
Officer-Investment Adviser
2007-05-24 12:56:260
0
0Form 3
37CHRISTENSEN KELLEY
Vice President
2007-05-24 13:00:050
0
0Form 3
38Dykas James M
Assistant Treasurer
2007-05-24 13:00:360
0
0Form 3
39ERICKSON RICHARD E
Director
2007-05-24 13:01:370
0
0Form 3
40FALLOW CHRISTOPHER R
Assistant Vice President
2007-05-24 13:02:070
0
0Form 3
41FIRST TRUST ADVISORS LP
Investment Adviser
2007-05-24 13:02:400
0
0Form 3
42JARDINE W SCOTT
Secretary
2007-05-24 13:05:540
0
0Form 3
43KELLY DOUGLAS L
Director
2007-05-23 11:18:560
0
0Form 3
44LINDQUIST DANIEL J
Vice President
2007-05-24 13:09:150
0
0Form 3
45MAHER KRISTI A
Assistant Secretary
2007-05-24 13:09:590
0
0Form 3
46MCALISTER RONALD DEAN
Officer-Investment Adviser
2007-05-24 13:10:330
0
0Form 3
47MCDERMOTT JOSEPH D
Officer-Investment Adviser
2007-05-24 13:11:040
0
0Form 3
48MCGAREL DAVID
Officer-Investment Adviser
2007-05-24 13:11:540
0
0Form 3
49NIELSON NIEL B
Director
2007-05-24 13:12:330
0
0Form 3
50ROGGENSACK ANDY
Officer-Investment Adviser
2007-05-24 13:13:070
0
0Form 3
51TESTIN ROGER
Vice President
2007-05-24 13:13:510
0
0Form 3
52MUNN W DOUGLAS
Director, Gallatin*
Director
2007-12-07 16:07:320
0
0Form 3
53Moss Matthew
Chief Financial Officer,*
2007-12-07 16:13:340
0
0Form 3
54GERSHEN RICHARD S
Director, Gallatin*
Director
2007-12-07 16:03:200
0
0Form 3
55DeSantis Joseph
Portfolio Manager Supervisor
2007-12-07 16:24:290
0
0Form 3
56CONFLUENCE INVESTMENT MANAGEMENT LLC
Investment Sub-Adviser
2008-08-06 17:37:210
0
0Form 3