RCM
FGB

Rivernorth Capital Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Rivernorth Capital Management’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
-177,521
Closed -$763K – 366
2025
Q1 		$763K Sell
177,521
-84,754
-32% -$369K 0.04% 193
2024
Q4 		$1.1M Sell
262,275
-131,154
-33% -$548K 0.05% 183
2024
Q3 		$1.6M Buy
393,429
+182,207
+86% +$721K 0.08% 168
2024
Q2 		$822K Buy
211,222
+161,667
+326% +$610K 0.04% 203
2024
Q1 		$187K Buy
49,555
+11,387
+30% +$41K 0.01% 236
2023
Q4 		$137K Buy
+38,168
New +$125K 0.01% 245

Other funds holding FGB

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

Rivernorth Capital Management's FGB Position: Q2 2025 in Review

Rivernorth Capital Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 177,521 shares — an estimated $763K sold.

Rivernorth Capital Management first reported a position in FGB in Q4 2023 and held it in 6 quarters. The position peaked at $1.6M in Q3 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

  • Rivernorth Capital Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Rivernorth Capital Management sold 177,521 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $763K.
  • Rivernorth Capital Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2023 and held it in 6 quarters.
  • Rivernorth Capital Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $1.6M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Rivernorth Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.