Mutual Funds

Confluence sub-advises an open-end mutual fund, First Trust/Confluence Small Cap Value Fund (FOVAX, FOVIX, FOVCX, FOVRX), and a sector-specific closed-end fund, First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB). Confluence sub-advises both funds through First Trust Advisors L.P., the advisor. Past performance is no guarantee of future results. For more information, please see the links below that will take you to the unaffiliated advisor’s website.