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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28 hedge funds and large institutions have $7.21M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
Relative Value Partners Group
+$702K
2
LPL Financial
LPL Financial
California
+$523K
3
FIA
FNY Investment Advisers
New York
+$188K
4
LCM
Landscape Capital Management
New Jersey
+$169K
5
MIG
Mariner Investment Group
New York
+$165K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$429K
2
Wells Fargo
Wells Fargo
California
-$194K
3
CA
Cetera Advisors
Colorado
-$185K
4
WAM
Wolverine Asset Management
Illinois
-$108K
5
QCIG
Quad-Cities Investment Group
Iowa
-$106K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
26
Benjamin Edwards Inc
Missouri
$2K +$2K +594 New
APA
27
American Portfolios Advisors
New York
$1.88K – – –
AC
28
Almitas Capital
California
– -$46K -20,000 Closed
AAS
29
Avantax Advisory Services
Texas
– -$42K -17,792 Closed
CFD
30
Creative Financial Designs
Indiana
– -$19K -8,400 Closed
1
2