Compare · FGB vs NEA
FGB vs NEA
Side-by-side comparison of First Trust Specialty Finance and Financial Opportunities Fund (FGB) and Nuveen AMT-Free Quality Municipal Income Fund (NEA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both FGB and NEA operate in Finance/Investors Services (Finance), so they compete in similar markets.
- NEA is the larger of the two at $4.19B, about 73.2x FGB ($57.2M).
- Over the past year, FGB is up 0.2% and NEA is up 6.7% - NEA leads by 6.5 points.
- Company
- First Trust Specialty Finance and Financial Opportunities Fund
- Nuveen AMT-Free Quality Municipal Income Fund
- Price
- $4.15+1.22%
- $11.59+1.49%
- Market cap
- $57.2M
- $4.19B
- 1M return
- +0.24%
- -0.39%
- 1Y return
- +0.24%
- +6.72%
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- NYSE
- NYSE
- IPO
- 2007
- 2002
- News (4w)
- 0
- 0
- Recent ratings
- 0
- 0
First Trust Specialty Finance and Financial Opportunities Fund
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 BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
Nuveen AMT-Free Quality Municipal Income Fund
Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt from federal income taxes, including the alternative minimum tax. It seeks to invest in securities that are rated Baa/BBB or better by S&P, Moody's, or Fitch. The fund's investment portfolio comprises investments in various industries, which include transportation, healthcare, utilities, housing/multifamily, and water and sewer. It was formerly known as Nuveen AMT-Free Municipal Income Fund. Nuveen AMT-Free Quality Municipal Income Fund was formed on November 21, 2002 and is domiciled in the United States.
Latest FGB
- SEC Form 25-NSE filed by First Trust Specialty Finance and Financial Opportunities Fund
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Completion 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 filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- 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
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- 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
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- 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
Latest NEA
- SEC Form N-23C-2 filed by Nuveen AMT-Free Quality Municipal Income Fund
- Nuveen AMT-Free Quality Municipal Income Fund filed SEC Form 8-K: Regulation FD Disclosure
- SEC Form 3 filed by new insider Castro Joseph
- SEC Form N-2ASR filed by Nuveen AMT-Free Quality Municipal Income Fund
- SEC Form N-CEN filed by Nuveen AMT-Free Quality Municipal Income Fund
- SEC Form N-CSR filed by Nuveen AMT-Free Quality Municipal Income Fund
- SEC Form N-23C-2 filed by Nuveen AMT-Free Quality Municipal Income Fund
- SEC Form 3 filed by new insider Page Robert Tanner
- Vice President Jones Nathaniel T. sold $4,540 worth of shares (400 units at $11.35), closing all direct ownership in the company (SEC Form 4)
- SEC Form N-PX filed by Nuveen AMT-Free Quality Municipal Income Fund