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 $7.4M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.6M
2
SFS
2
Shaker Financial Services
Virginia
$343K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.11M
4
BCA
4
Bay Colony Advisors
Massachusetts
$106K
5
CAG
5
Csenge Advisory Group
Florida
$193K

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$282K
3
Bank of America
3
Bank of America
North Carolina
$98K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$950K
5
LSC
5
Logan Stone Capital
Illinois
$34K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$11K 3,390 +3,390 New
UB
27
UMB Bank
Missouri
$6K 1,930 +1,930 New
APA
28
American Portfolios Advisors
New York
$1.93K 604 – –
MIAN
29
Mariner Independent Advisor Network
Kansas
– – -52,500 Closed
MCC
30
Money Concepts Capital
Florida
– – -5,750 Closed
FFWM
31
Future Financial Wealth Management
Ohio
– – -3,200 Closed
UBS Group
32
UBS Group
Switzerland
– – -2,305 Closed
TRCT
33
Tower Research Capital (TRC)
New York
$0 111 -31 -22%
CFGS
34
Concourse Financial Group Securities
Alabama
– – – –
1
2