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FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

0 hedge funds and large institutions have $0 invested in First Trust Specialty Finance and Financial Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 0.04%0% (-0.04%)

100% less funds holding

Funds holding: 10 (-1)

100% less capital invested

Capital invested by funds: $21.6K → $0 (-$21.6K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
Holders Change
-1
Holders Change %
-100%
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$21.6K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
-$21.6K -5,198 Closed

FGB Hedge Fund Activity: Q3 2025 in Review

0 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Specialty Finance and Financial Opportunities Fund (FGB) for Q3 2025, worth a combined $0 — down 100% from $21.6K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FGB and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was IFP Advisors, exiting entirely with an estimated $21.6K sold.

  • 0 institutional investors held First Trust Specialty Finance and Financial Opportunities Fund (FGB) as of Q3 2025, down from 1 in Q2 2025.
  • Funds reported $0 of First Trust Specialty Finance and Financial Opportunities Fund stock for Q3 2025, down 100% quarter-over-quarter.
  • 0 funds opened new First Trust Specialty Finance and Financial Opportunities Fund positions in Q3 2025 and 1 closed out, a net change of -1 holder.
  • The largest First Trust Specialty Finance and Financial Opportunities Fund seller in Q3 2025 was IFP Advisors, an estimated $21.6K sold.

Based on aggregated 13F filings for Q3 2025.