TSS
FGB

Two Sigma Securities’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Two Sigma Securities’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
Q1 		– Sell
-19,854
Closed -$83.6K – 1685
2024
Q4 		$83.6K Buy
+19,854
New +$83K 0.01% 1120

Other funds holding FGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Two Sigma Securities's FGB Position: Q1 2025 in Review

Two Sigma Securities sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q1 2025, closing a stake of 19,854 shares — an estimated $83.6K sold.

Two Sigma Securities first reported a position in FGB in Q4 2024 and held it in 1 quarter. The position peaked at $83.6K in Q4 2024. 40 funds tracked by Wall St. Rank hold FGB as of Q1 2025.

  • Two Sigma Securities reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Two Sigma Securities sold 19,854 First Trust Specialty Finance and Financial Opportunities Fund shares in Q1 2025, an estimated $83.6K.
  • Two Sigma Securities first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Two Sigma Securities's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $83.6K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q1 2025.

Based on Two Sigma Securities's 13F filing for Q1 2025, filed 15 May 2025.