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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26 hedge funds and large institutions have $9.26M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$852K
2
LPL Financial
LPL Financial
California
+$183K
3
FHA
Flagship Harbor Advisors
Massachusetts
+$145K
4
UB
UMB Bank
Missouri
+$135K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$81K

Top Sellers

1
CA
Cetera Advisors
Colorado
-$821K
2
WAM
Wolverine Asset Management
Illinois
-$727K
3
Wells Fargo
Wells Fargo
California
-$199K
4
DA
Doliver Advisors
Texas
-$187K
5
RJA
Raymond James & Associates
Florida
-$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$6K – – –
CA
27
Cetera Advisors
Colorado
– -$821K -133,463 Closed
WAM
28
Wolverine Asset Management
Illinois
– -$727K -118,464 Closed
DA
29
Doliver Advisors
Texas
– -$187K -30,500 Closed
Citadel Advisors
30
Citadel Advisors
Florida
– -$76K -12,299 Closed
BFEC
31
Benjamin F. Edwards & Company
Missouri
– -$3K -500 Closed
1
2