FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
28 hedge funds and large institutions have $8.87M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Holders
28
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$598K | |
| 2 | +$593K | |
| 3 | +$221K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$172K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$138K |
Top Sellers
| 1 | -$458K | |
| 2 | -$372K | |
| 3 | -$327K | |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$240K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$217K |