FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
-$63.6K -14,788 Closed
Citadel Advisors
27
Citadel Advisors
Florida
-$57.1K -13,290 Closed
KAS
28
KPP Advisory Services
Kentucky
-$53.8K -12,500 Closed
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
-$53.3K -12,390 Closed
LMKC
30
L.M. Kohn & Company
Ohio
-$50.7K -11,800 Closed
WS
31
Wedbush Securities
California
-$50K -11,522 Closed
AWS
32
Atria Wealth Solutions
New York
-$47.3K -11,000 Closed
BAM
33
Belpointe Asset Management
Nevada
-$44.1K -10,252 Closed
EH
34
Equitable Holdings
New York
-$43K -10,000 Closed
PSFG
35
Park Square Financial Group
Georgia
-$13.7K -3,197 Closed
US Bancorp
36
US Bancorp
Minnesota
-$12.5K -2,900 Closed
WAM
37
Wolverine Asset Management
Illinois
-$10.4K -2,418 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
-$7K -1,650 Closed
UBS Group
39
UBS Group
Switzerland
-$864 -201 Closed
Bank of America
40
Bank of America
North Carolina
-$215 -50 Closed