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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27 hedge funds and large institutions have $6.83M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.76M
2
SAM
2
Silverhawk Asset Management
Arizona
$71.3K
3
CAG
3
Csenge Advisory Group
Florida
$232K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$219K
5
UBS Group
5
UBS Group
Switzerland
$38.5K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$592K
2
SFS
2
Shaker Financial Services
Virginia
$317K
3
AC
3
Almitas Capital
California
$0
4
NRW
4
Nova R Wealth
Kansas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1K +$1K +300 New
NA
27
NewEdge Advisors
Louisiana
$459 +$459 +150 New
AC
28
Almitas Capital
California
– -$134K -47,000 Closed
NRW
29
Nova R Wealth
Kansas
– -$99K -34,673 Closed
LCM
30
Landscape Capital Management
New Jersey
– -$45K -15,711 Closed
CWM
31
Castle Wealth Management
Florida
– -$44K -15,290 Closed
LSC
32
Logan Stone Capital
Illinois
– -$31K -10,744 Closed
1
2