FGB

First Trust Specialty Finance and Financial Opportunities Fund
FGB

Overview Fund Activity
Delisted

FGB was delisted on the 27th of June, 2025.

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2 hedge funds and large institutions have $195K invested in First Trust Specialty Finance and Financial Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 37 closing their positions.

Holders
2
Holders Change
-38
Holders Change %
-95%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
2
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$0
3
SCM
3
Saba Capital Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$0
5
AC
5
Almitas Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$173K 41,107 -6,336 -13%
IA
2
IFP Advisors
Florida
$21.6K 5,198 -626 -11%
SIA
3
Sit Investment Associates
Minnesota
– – -1,145,200 Closed
LPL Financial
4
LPL Financial
California
– – -1,039,701 Closed
SCM
5
Saba Capital Management
New York
– – -699,009 Closed
Morgan Stanley
6
Morgan Stanley
New York
– – -666,795 Closed
AC
7
Almitas Capital
California
– – -213,254 Closed
RCM
8
Rivernorth Capital Management
Florida
– – -177,521 Closed
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
– – -173,046 Closed
AIA
10
Absolute Investment Advisers
Florida
– – -147,697 Closed
AFG
11
Atomi Financial Group
New York
– – -132,443 Closed
CL
12
CSS LLC
Illinois
– – -124,039 Closed
CC
13
CF Capital
Massachusetts
– – -96,932 Closed
Wells Fargo
14
Wells Fargo
California
– – -79,986 Closed
NS
15
NBC Securities
Alabama
– – -72,081 Closed
UPS
16
UHLMANN PRICE SECURITIES
Illinois
– – -64,884 Closed
SFC
17
SYM Financial Corp
Indiana
– – -59,171 Closed
Raymond James Financial
18
Raymond James Financial
Florida
– – -57,855 Closed
QL
19
Quarry LP
New York
– – -56,895 Closed
GLA
20
Good Life Advisors
Pennsylvania
– – -51,538 Closed
CAG
21
Csenge Advisory Group
Florida
– – -23,980 Closed
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
– – -21,765 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
– – -19,957 Closed
MCM
24
Mendel Capital Management
Arkansas
– – -19,940 Closed
AFP
25
Ausdal Financial Partners
Iowa
– – -14,788 Closed
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