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First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fund logo
Market Cap: Lowest
Employees: Not Available

First Trust Specialty Finance and Financial Opportunities Fund

The First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund that invests in the public equity markets of the United States, focusing on specialty finance and other financial sectors. Managed by First Trust Advisors L.P. and co-managed by Confluence Investment Management LLC, it aims to invest in value stocks, Business Development Companies, REITs, and mortgage-related securities.

Tags: BDCs, REITs, closed-ended mutual fund, equity markets, specialty finance, value stocks

Symbol: FGB

Recent Price: $4.26

Industry: Asset Management

CEO: James M. Dykas

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Voya Global Advantage and Premium Opportunity Fund

Voya Global Advantage and Premium Opportunity Fund logo
Market Cap: Low
Employees: Not Available

Voya Global Advantage and Premium Opportunity Fund

Voya Global Advantage and Premium Opportunity Fund is a closed-ended equity mutual fund that invests in global public equity markets, focusing on value stocks across all market capitalizations. It uses bottom-up stock picking and a proprietary discounted cash flow valuation model.

Tags: diversified sectors, equity mutual fund, global markets, investment, value stocks

Symbol: IGA

Recent Price: $9.16

Industry: Asset Management - Global

CEO: Mr. Stanley David Vyner

Sector: Financial Services

Employees: N/A

Address: 7337 East Doubletree Ranch Road, Scottsdale, AZ 85258-2034

Phone: 480-477-3000

Last updated: 2024-12-31

First Business Financial Services, Inc.

First Business Financial Services, Inc. logo
Market Cap: Medium
Employees: Medium

First Business Bank

First Business Financial Services, Inc. is the bank holding company for First Business Bank, providing commercial banking products and services to small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals.

Tags: commercial banking, deposits, financial services, loans, small and medium-sized businesses

Symbol: FBIZ

Recent Price: $47.14

Industry: Banks - Regional

CEO: Mr. Corey A. Chambas

Sector: Financial Services

Employees: 353

Address: 401 Charmany Drive, Madison, WI 53719

Phone: 608 238 8008

Last updated: 2024-12-31

First Financial Bankshares, Inc.

First Financial Bankshares, Inc. logo
Market Cap: High
Employees: Medium

Commercial Banking Products and Services

First Financial Bankshares, Inc., through its subsidiaries, provides comprehensive commercial banking products and services in Texas, including a wide array of deposit and loan products, online banking, and trust services.

Tags: Banking, Commercial Banking, Financial Services, Texas

Symbol: FFIN

Recent Price: $36.39

Industry: Banks - Regional

CEO: Mr. F. Scott Dueser

Sector: Financial Services

Employees: 1400

Address: 400 Pine Street, Abilene, TX 79601

Phone: 325 627 7155

Last updated: 2024-12-31

First Foundation Inc.

First Foundation Inc. logo
Market Cap: Medium
Employees: Medium

Banking and Wealth Management Services

First Foundation Inc. provides personal banking, business banking, and private wealth management services across the United States, offering a wide range of deposit, loan, and specialized financial services.

Tags: United States, banking, deposits, financial services, loans, wealth management

Symbol: FFWM

Recent Price: $5.98

Industry: Banks - Regional

CEO: Mr. Scott Farris Kavanaugh

Sector: Financial Services

Employees: 567

Address: 200 Crescent Court, Dallas, TX 75201

Phone: 469 638 9636

Last updated: 2024-12-31

First Financial Corporation

First Financial Corporation logo
Market Cap: Medium
Employees: Medium

N/A

First Financial Corporation, through its subsidiaries, provides various financial services. It offers non-interest-bearing demand, interest-bearing demand, savings, time, and other time deposits. The company also provides commercial loans primarily to expand a business or finance asset purchases; residential real estate and residential real estate construction loans; and home equity loans and lines, secured loans, and cash/CD secured and unsecured loans. In addition, it offers lease financing, trust account, depositor, and insurance services. The company operates 78 branches in west-central Indiana, east-central Illinois, western Kentucky, and middle and western Tennessee. First Financial Corporation was founded in 1834 and is headquartered in Terre Haute, Indiana.

No tags available.

Symbol: THFF

Recent Price: $46.32

Industry: Banks - Regional

CEO: Mr. Norman D. Lowery

Sector: Financial Services

Employees: 861

Address: One First Financial Plaza, Terre Haute, IN 47807

Phone: 812 238 6000

Last updated: 2024-12-31

Blackstone / GSO Senior Floating Rate Term Fund

Blackstone / GSO Senior Floating Rate Term Fund logo
Market Cap: Low
Employees: Not Available

Blackstone/GSO Senior Floating Rate Term Fund

The Blackstone/GSO Senior Floating Rate Term Fund is a closed-ended fixed income mutual fund managed by GSO / Blackstone Debt Funds Management LLC, focusing on senior secured, floating rate loans in the U.S. fixed income market.

Tags: credit analysis, fixed income, floating rate loans, investment, mutual fund

Symbol: BSL

Recent Price: $14.46

Industry: Asset Management

CEO: Mr. Robert W. Busch

Sector: Financial Services

Employees: N/A

Address: 345 Park Avenue, New York, NY 10154

Phone: 12125032100

Last updated: 2024-12-31

MFS Intermediate High Income Fund

MFS Intermediate High Income Fund logo
Market Cap: Lowest
Employees: Not Available

MFS Intermediate High Income Fund

MFS Intermediate High Income Fund is a closed-ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company, investing primarily in high income debt instruments in the US market.

Tags: finance, fixed income, high income debt, investment, mutual fund

Symbol: CIF

Recent Price: $1.73

Industry: Asset Management - Income

CEO: Ms. Robin Ann Stelmach

Sector: Financial Services

Employees: N/A

Address: 111 Huntington Avenue, Boston, MA 02199

Phone: 617 954 5000

Last updated: 2024-12-31

Credit Suisse Asset Management Income Fund, Inc.

Credit Suisse Asset Management Income Fund, Inc. logo
Market Cap: Low
Employees: Lowest

Credit Suisse Asset Management Income Fund

Credit Suisse Asset Management Income Fund, Inc. is a closed-ended fixed income mutual fund managed by Credit Suisse Asset Management, LLC, investing primarily in high yield corporate debt within the U.S.

Tags: Credit Suisse, fixed income, high yield corporate debt, investment, mutual fund

Symbol: CIK

Recent Price: $2.90

Industry: Asset Management - Income

CEO: Mr. Thomas J. Flannery

Sector: Financial Services

Employees: 6

Address: One Madison Avenue, New York, NY 10010-3629

Phone: 212-325-2000

Last updated: 2024-12-31

First American Financial Corporation

First American Financial Corporation logo
Market Cap: Highest
Employees: Highest

Title Insurance and Services

First American Financial Corporation provides financial services through Title Insurance and Services and Specialty Insurance segments, offering a range of products and services to facilitate real estate transactions and mitigate risks.

Tags: Financial Services, Real Estate, Risk Mitigation, Title Insurance

Symbol: FAF

Recent Price: $62.50

Industry: Insurance - Specialty

CEO: Mr. Kenneth David DeGiorgio BA, MBA

Sector: Financial Services

Employees: 19210

Address: 1 First American Way, Santa Ana, CA 92707-5913

Phone: 714 250 3000

Last updated: 2024-12-31

First Trust Senior Floating Rate Income Fund II

First Trust Senior Floating Rate Income Fund II logo
Market Cap: Low
Employees: Not Available

First Trust Senior Floating Rate Income Fund II

First Trust Senior Floating Rate Income Fund II is a closed-ended fixed income mutual fund that invests in the fixed income markets of the United States, focusing on senior secured floating rate corporate loans.

Tags: United States, corporate loans, fixed income, floating rate, mutual fund, senior secured

Symbol: FCT

Recent Price: $10.47

Industry: Asset Management - Income

CEO: Mr. Daniel Joel Lindquist C.F.A.

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Cohen & Steers Closed-End Opportunity Fund, Inc.

Cohen & Steers Closed-End Opportunity Fund, Inc. logo
Market Cap: Medium
Employees: Lowest

Cohen & Steers Closed-End Opportunity Fund, Inc.

Cohen & Steers Closed-End Opportunity Fund, Inc. is a close-ended fund of funds launched by Cohen & Steers Inc., focusing on investments in diverse equity markets and income-oriented strategies.

Tags: closed-end fund, equity markets, investment, real estate, securities

Symbol: FOF

Recent Price: $12.64

Industry: Asset Management

CEO: Mr. Robert Hamilton Steers

Sector: Financial Services

Employees: 0

Address: 280 Park Avenue, New York, NY 10017-1216

Phone: 212 832 3232

Last updated: 2024-12-31

Guggenheim Strategic Opportunities Fund

Guggenheim Strategic Opportunities Fund logo
Market Cap: High
Employees: Not Available

Mutual Fund

Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund investing in global public equity and fixed income markets, managed by Guggenheim Funds Investment Advisors, LLC and co-managed by Guggenheim Partners Investment Management LLC.

Tags: Guggenheim, equity, fixed income, global markets, investment, mutual fund

Symbol: GOF

Recent Price: $15.25

Industry: Asset Management

CEO: Mr. Donald Christopher Cacciapaglia

Sector: Financial Services

Employees: N/A

Address: 227 West Monroe Street, Chicago, IL 60606

Phone: 312-827-0100

Last updated: 2024-12-31

Highland Funds I - Highland Income Fund

Highland Funds I - Highland Income Fund logo
Market Cap: Medium
Employees: Not Available

Highland Floating Rate Opportunities Fund

Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund managed by Highland Capital Management Fund Advisors, L.P., investing in floating rate loans and other securities globally, with an emphasis on below investment grade securities.

Tags: derivatives, finance, fixed income, floating rate loans, investment, mutual fund

Symbol: HFRO

Recent Price: $5.57

Industry: Asset Management - Income

CEO: Mr. Brian Dale Mitts CPA

Sector: Financial Services

Employees: N/A

Address: 200 Crescent Court, Dallas, TX 75201

Phone: 972-628-4100

Last updated: 2024-11-08

Nuveen Preferred & Income Opportunities Fund

Nuveen Preferred & Income Opportunities Fund logo
Market Cap: High
Employees: Not Available

Closed Ended Balanced Mutual Fund

Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund investing in public equity and fixed income markets in the U.S., focusing on diversified sectors, preferred securities, dividend-paying stocks, and corporate and taxable municipal debt securities.

Tags: Dividend Stocks, Fixed Income, Investment, Mutual Fund, Preferred Securities

Symbol: JPC

Recent Price: $8.14

Industry: Asset Management - Income

CEO: Mr. Douglas M. Baker C.F.A.

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606-1220

Phone: 312 917 7700

Leadership

  • Bill Huffman, Chief Executive Officer
  • Tara Giuliano, Chief Marketing Officer
  • Vijay Kasarabada, Chief Information Officer
  • Amy O'Brien, Global Head of Responsible Investing
  • Mike Perry, Head of Global Client Group and Global Product
  • Seun Salami, CPA, Chief Financial Officer
  • Mike Sales, Chief Executive Officer, Real Assets
  • Josh Shamansky, Chief Human Resources Officer
  • Loran Shanahan, Chief Administrative Officer
  • Saira Malik, CFA®, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
  • Kevin McCarthy, Secretary and General Counsel
  • Joe Castro, Chief Compliance Officer
  • Mary Beth Ramsay, FSA, Chief Risk Officer

Last updated: 2024-11-08

Nuveen Dynamic Municipal Opportunities Fund

Nuveen Dynamic Municipal Opportunities Fund logo
Market Cap: Medium
Employees: Not Available

Nuveen Dynamic Municipal Opportunities Fund

Nuveen Dynamic Municipal Opportunities Fund operates as a closed-end investment fund seeking total return through tax-exempt income and capital appreciation, focusing on municipal securities.

Tags: capital appreciation, closed-end fund, investment fund, municipal securities, tax-exempt income

Symbol: NDMO

Recent Price: $9.94

Industry: Asset Management

CEO: N/A

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606

Phone: 312-917-7700

Last updated: 2024-12-31

Special Opportunities Fund, Inc.

Special Opportunities Fund, Inc. logo
Market Cap: Low
Employees: Not Available

N/A

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.

No tags available.

Symbol: SPE

Recent Price: $14.67

Industry: Asset Management

CEO: Mr. Phillip Franklin Goldstein

Sector: Financial Services

Employees: N/A

Address: Park 80 West - Plaza Two, Saddle Brook, NJ 07663

Phone: 201-556-0092

Last updated: 2024-12-31

First Trust Enhanced Equity Income Fund

First Trust Enhanced Equity Income Fund logo
Market Cap: Medium
Employees: Not Available

First Trust Enhanced Equity Income Fund

First Trust Enhanced Equity Income Fund is a closed-ended equity mutual fund investing in diversified sectors within U.S. public equity markets, co-managed by Chartwell Investment Partners. It engages in writing covered call options and benchmarks against the S&P 500 Index.

Tags: S&P 500 Index, U.S. market, covered call options, diversified sectors, equity fund, investment, mutual fund, public equity

Symbol: FFA

Recent Price: $20.70

Industry: Asset Management - Income

CEO: Mr. Timothy Joseph Riddle C.F.A., CFA

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

First Trust Mortgage Income Fund

First Trust Mortgage Income Fund logo
Market Cap: Lowest
Employees: Not Available

First Trust Mortgage Income Fund

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund focuses on investing in fixed income securities including mortgage-backed securities, such as pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund.

Tags: Closed-ended Fund, Fixed Income, Investment Management, Mortgage-backed Securities

Symbol: FMY

Recent Price: $11.97

Industry: Asset Management - Income

CEO: Mr. James Snyder

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Nuveen Municipal High Income Opportunity Fund

Nuveen Municipal High Income Opportunity Fund logo
Market Cap: High
Employees: Not Available

Nuveen Municipal High Income Opportunity Fund

Nuveen Municipal High Income Opportunity Fund is a closed-end fixed income mutual fund co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in investment grade tax-exempt municipal securities in the United States.

Tags: closed-end fund, fixed income, investment grade, municipal securities, mutual fund, tax-exempt

Symbol: NMZ

Recent Price: $10.70

Industry: Asset Management - Income

CEO: Mr. Nathaniel T. Jones

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606-1220

Phone: 312 917 7700

Leadership

  • Bill Huffman, Nuveen Chief Executive Officer
  • Tara Giuliano, Chief Marketing Officer
  • Vijay Kasarabada, Chief Information Officer
  • Amy O'Brien, Global Head of Responsible Investing
  • Mike Perry, Head of Global Client Group and Global Product
  • Seun Salami, CPA, Chief Financial Officer
  • Mike Sales, Chief Executive Officer, Real Assets
  • Josh Shamansky, Chief Human Resources Officer
  • Loran Shanahan, Chief Administrative Officer
  • Saira Malik, CFA®, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
  • Kevin McCarthy, Secretary and General Counsel
  • Joe Castro, Chief Compliance Officer
  • Mary Beth Ramsay, FSA, Chief Risk Officer

Last updated: 2024-12-31