M&A - FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND

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Form Type: 8-K

Filing Date: 2025-03-05

Corporate Action: Merger

Type: New

Accession Number: 000144554625001809

Filing Summary: First Trust Specialty Finance and Financial Opportunities Fund (FGB) has filed a report regarding the proposed reorganization with FT Confluence BDC & Specialty Finance Income ETF. The press release issued by First Trust Advisors L.P. states that proxy materials for the reorganization have been mailed to shareholders. Shareholders of record as of January 10, 2025, are eligible to vote on this reorganization at a special meeting scheduled for April 21, 2025, at 12:00 p.m. Central time.

Document Link: View Document

Additional details:

Shareholders Meeting Date: 2025-04-21


Shareholders Record Date: 2025-01-10


Press Release Date: 2025-03-05


Exhibit Number: 99.1


Exhibit Description: Press Release, dated March 5, 2025.


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