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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24 hedge funds and large institutions have $9.04M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$821K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$875K
3
WAM
3
Wolverine Asset Management
Illinois
$727K
4
SFC
4
SYM Financial Corp
Indiana
$258K
5
Morgan Stanley
5
Morgan Stanley
New York
$272K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.89M
2
IH
2
IFC Holdings
Florida
$0
3
LCM
3
Laurion Capital Management
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Laurion Capital Management
New York
– – -36,468 Closed
Ameriprise
27
Ameriprise
Minnesota
– – -34,546 Closed
FAAS
28
First Allied Advisory Services
California
– – -21,549 Closed
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
– – -4,130 Closed
1
2