First Trust Specialty Fnc & Fncl Oppor (First Trust Specialty Fnc & Fncl Oppor) 3-Year Book Growth Rate : 4.60% (As of Nov. 2023)

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What is First Trust Specialty Fnc & Fncl Oppor 3-Year Book Growth Rate?

First Trust Specialty Fnc & Fncl Oppor's Book Value per Share for the quarter that ended in Nov. 2023 was $3.94.

During the past 12 months, First Trust Specialty Fnc & Fncl Oppor's average Book Value per Share Growth Rate was 5.50% per year. During the past 3 years, the average Book Value per Share Growth Rate was 4.60% per year. During the past 5 years, the average Book Value per Share Growth Rate was -8.40% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 7 years, the highest 3-Year average Book Value per Share Growth Rate of First Trust Specialty Fnc & Fncl Oppor was 4.60% per year. The lowest was -18.80% per year. And the median was -11.75% per year.

Competitive Comparison of First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate

For the Asset Management subindustry, First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate falls into.

First Trust Specialty Fnc & Fncl Oppor 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

First Trust Specialty Fnc & Fncl Oppor (NYSE:FGB) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.

First Trust Specialty Fnc & Fncl Oppor 3-Year Book Growth Rate Related Terms

Thank you for viewing the detailed overview of First Trust Specialty Fnc & Fncl Oppor's 3-Year Book Growth Rate provided by GuruFocus.com. Please click on the following links to see related term pages.

First Trust Specialty Fnc & Fncl Oppor (First Trust Specialty Fnc & Fncl Oppor) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » First Trust Specialty Fnc & Fncl Oppor (NYSE:FGB) » Definitions » 3-Year Book Growth Rate

Comparable Companies

Traded in Other Exchanges

N/A

Address

120 East Liberty Drive, Suite 400, Wheaton, IL, USA, 60187

Website

https://www.ftportfolios.com

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.

Executives

Bronwyn Wright	director	FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Thomas R Kadlec	director	C/O FIRST TRUST ADVISORS LP, 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
M Keefe Denise	director	C/O FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Kelly Catherine Dehler	other: Officer - Investment Advisor	C/O FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Scott Michael Friske	other: Officer - Investment Advisor	FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Steven Patrick Farmer	other: Officer-Invest. Sub-Advisor	50 S. LASALLE STREET, CHICAGO IL 60603
Anne Kochevar	other: Officer - Invest. Sub-Advisor
Shane Shannon	officer: Assistant Secretary	FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Donald Swade	officer: Assistant Treasurer	C/O FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Katherine L Urevig	officer: Assistant Treasurer	C/O FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON IL 60187
Rosanne Gatta	officer: Assistant Secretary	FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY STREET, SUITE 400, WHEATON IL 60187
Erin E Klassman	officer: Assistant Secretary	FIRST TRUST ADVISORS L.P., 120 EAST LIBERTY DRIVE, WHEATON IL 60187
Joseph J Hanzlik	other: Officer-Investment Sub-Adviser	CONFLUENCE INVESTMENT MANAGEMENT LLC, 349 MARSHALL AVENUE, SUITE 302, ST. LOUIS MO 63119
Patricia A Dahl	other: Officer-Investment Sub-Adviser	CONFLUENCE INVESTMENT MANAGEMENT LLC, 349 MARSHALL AVENUE, SUITE 302, ST. LOUIS MO 63119
Confluence Investment Management Llc	other: Investment Sub-Adviser	20 ALLEN AVENUE, SUITE 300, ST. LOUIS MO 63119