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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29 hedge funds and large institutions have $7.7M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+4
Holders Change %
+16%
% 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
7
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$461K
2
WAM
2
Wolverine Asset Management
Illinois
$215K
3
CAG
3
Csenge Advisory Group
Florida
$103K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$62K
5
SPIA
5
Steward Partners Investment Advisory
New York
$59K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.38M
3
ASN
3
Advisory Services Network
Georgia
$83K
4
FIA
4
FNY Investment Advisers
New York
$92K
5
BWA
5
BDO Wealth Advisors
Florida
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$13K – – –
Bank of America
27
Bank of America
North Carolina
$3K -$551 -131 -16%
APA
28
American Portfolios Advisors
New York
$2.4K – – –
MIG
29
Mariner Investment Group
New York
– -$229K -56,667 Closed
SB
30
Strategic Blueprint
Georgia
– -$8K -2,000 Closed
1
2