First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fundverified

FGB

Price:

$4.15

Market Cap:

$59.63M

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. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo ...[Read more]

Industry

Asset Management

IPO Date

2007-05-25

Stock Exchange

NYSE

Ticker

FGB

The Current Ratio as of December 2025 (TTM) for First Trust Specialty Finance and Financial Opportunities Fund (FGB) is 0

According to First Trust Specialty Finance and Financial Opportunities Fund’s latest financial reports and current stock price. The company's current Current Ratio is 0. This represents a change of -100.00% compared to the average of 11.23 of the last 4 quarters.

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Historical Current Ratio (quarterly & annually)

How has FGB Current Ratio performed in the past?

The mean historical Current Ratio of First Trust Specialty Finance and Financial Opportunities Fund over the last ten years is 1.47. The current 0 Current Ratio has changed -100.00% with respect to the historical average. Over the past ten years (40 quarters), FGB's Current Ratio was at its highest in in the May 2021 quarter at 252.23. The Current Ratio was at its lowest in in the November 2024 quarter at 0.

Quarterly (TTM)
Annual

Average

1.47

Median

1.13

Minimum

0

Maximum

8.55

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Current Ratio by Quarter and Year

Discovering the peaks and valleys of First Trust Specialty Finance and Financial Opportunities Fund Current Ratio, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 0%

Maximum Annual Current Ratio = 8.55

Minimum Annual Increase = 0%

Minimum Annual Current Ratio = 0

Quarterly (TTM)
Annual
YearCurrent RatioChange
202400%
20230-100.00%
20221.10-17.91%
20211.341.38%
20201.33-84.48%
20198.55635.72%
20181.16-1.80%
20171.18Infinity%
201600%

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Average Current Ratio

How has FGB Current Ratio performed in the past?

The current Current Ratio of First Trust Specialty Finance and Financial Opportunities Fund (FGB) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

0.37

5-year avg

0.76

10-year avg

1.47

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Current Ratio vs. Peers

How is FGB’s Current Ratio compared to its peers?

First Trust Specialty Finance and Financial Opportunities Fund’s Current Ratio is less than Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares (0), less than TCW Artificial Intelligence Equity Fund Class N (0), less than Al Frank Fund Investor Class (0), less than BNY Mellon Diversified International Fund Class A (1.77), less than Rondure New World Fund, Instl Class (0), less than Rondure New World Fund, Inv Class (0), less than 361 Global Long/Short Equity Fund - Investor Class (0), less than Manning & Napier Target 2020 Series Class I (0), less than First Trust/Abrdn Global Opportunity Income Fund (31.57), less than Thomas White International Fund Investor Class (0),

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