FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
24 hedge funds and large institutions have $10.3M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$135K |
| 2 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$130K |
| 3 |
LPL Financial
San Diego,
California
|
-$124K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$78.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$70.7K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$70K | -11,608 | Closed |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$35K | -5,784 | Closed |
|
|
VFA
28
Valeo Financial Advisors
Carmel,
Indiana
| – | -$9K | -1,500 | Closed |
|