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 $10.1M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPRC
1
Consolidated Portfolio Review Corp
New York
$1.99M
2
PAG
2
Private Advisor Group
New Jersey
$368K
3
AGM
3
Alpine Global Management
New York
$245K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.55M
5
LPL Financial
5
LPL Financial
California
$2.05M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$413K
2
AC
2
Almitas Capital
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$118K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$8.59K +$8.59K +2,635 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.94K +$2.84K +871 +2,903%
AC
28
Almitas Capital
California
– -$192K -61,254 Closed
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
– -$118K -37,489 Closed
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
– -$53.6K -17,068 Closed
Bank of America
31
Bank of America
North Carolina
– -$41.6K -13,241 Closed
LCM
32
Landscape Capital Management
New Jersey
– -$36K -11,459 Closed
HI
33
Harbour Investments
Wisconsin
– -$4.99K -1,590 Closed
1
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