FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
30 hedge funds and large institutions have $9.25M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
6.15% more ownership
Funds ownership: 15.43% → 21.58% (+6.2%)
Holders
30
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$505K | |
| 2 | +$192K | |
| 3 | +$118K | |
| 4 |
Morgan Stanley
New York
|
+$111K |
| 5 |
LPL Financial
San Diego,
California
|
+$105K |
Top Sellers
| 1 | -$38.5K | |
| 2 | -$34.7K | |
| 3 | -$17.6K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.5K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$10.8K |