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 $12.3M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$659K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$640K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$3.24M
4
LCM
Landscape Capital Management
New Jersey
$171K
5
DA
Doliver Advisors
Texas
$150K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
FHA
Flagship Harbor Advisors
Massachusetts
$1.3M
3
CA
Cetera Advisors
Colorado
$754K
4
Stifel Financial
Stifel Financial
Missouri
$123K
5
Morgan Stanley
Morgan Stanley
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$3K -$13.3K -2,379 -82%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
– -$109K -17,592 Closed
1
2