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 $11.1M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$786K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$585K
3
Morgan Stanley
Morgan Stanley
New York
+$134K
4
Stifel Financial
Stifel Financial
Missouri
+$64K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$60.9K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.24M
2
GI
Glovista Investments
New Jersey
-$293K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$98.7K
4
CA
Cetera Advisors
Colorado
-$42.3K
5
QCIG
Quad-Cities Investment Group
Iowa
-$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Glovista Investments
New Jersey
– -$293K -56,209 Closed
HT
27
Heritage Trust
Oklahoma
– -$2K -421 Closed
1
2