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 $7.65M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$246K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$716K
4
LPL Financial
4
LPL Financial
California
$945K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$630K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$519K
4
MIG
4
Mariner Investment Group
New York
$229K
5
Morgan Stanley
5
Morgan Stanley
New York
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
– -$899K -225,308 Closed
WAM
27
Wolverine Asset Management
Illinois
– -$323K -81,166 Closed
LCM
28
Landscape Capital Management
New Jersey
– -$43K -10,745 Closed
WW
29
Waterfront Wealth
Kansas
– -$42K -10,403 Closed
1
2