Ken Griffin’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Ken Griffin’s Portfolio FGB Stock Details FGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,290	Closed	-$57.1K	–	13294
2025 Q1	$57.1K	Sell	13,290 -10,210	-43%	-$44.5K	﹤0.01%	12166
2024 Q4	$98.9K	Buy	+23,500	New	+$98.3K	﹤0.01%	11498
2020 Q1	–	Sell	-14,337	Closed	-$86K	–	9758
2019 Q4	$86K	Buy	+14,337	New	+$87.4K	﹤0.01%	8596
2018 Q1	–	Sell	-12,299	Closed	-$76K	–	8423
2017 Q4	$76K	Buy	+12,299	New	+$80.5K	﹤0.01%	7511
2014 Q2	–	Sell	-13,567	Closed	-$104K	–	8049
2014 Q1	$104K	Buy	+13,567	New	+$107K	﹤0.01%	6159

Other funds holding FGB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ken Griffin's FGB Position: Q2 2025 in Review

Ken Griffin sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 13,290 shares — an estimated $57.1K sold.

Ken Griffin first reported a position in FGB in Q1 2014 and held it in 5 quarters. The position peaked at $104K in Q1 2014. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Ken Griffin reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Ken Griffin sold 13,290 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $57.1K.
Ken Griffin first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q1 2014 and held it in 5 quarters.
Ken Griffin's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $104K in Q1 2014.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.