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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25 hedge funds and large institutions have $9.58M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Glovista Investments
New Jersey
+$293K
2
Wells Fargo
Wells Fargo
California
+$146K
3
CA
Calton & Associates
Florida
+$116K
4
SFC
SYM Financial Corp
Indiana
+$82.5K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$62.3K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$142K
2
AG
Advisor Group
Arizona
-$135K
3
Morgan Stanley
Morgan Stanley
New York
-$107K
4
Stifel Financial
Stifel Financial
Missouri
-$92K
5
CA
Cetera Advisors
Colorado
-$60.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
– -$92K -14,680 Closed
1
2