FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
35 hedge funds and large institutions have $16.3M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LMKC
26
L.M. Kohn & Company
Cincinnati,
Ohio
| $42.2K | +$42.2K | +11,800 | New |
|
|
WS
27
Wedbush Securities
Los Angeles,
California
| $38K | +$38K | +10,522 | New |
|
|
CL
28
CSS LLC
Chicago,
Illinois
| $35.9K | +$35.9K | +10,027 | New |
|
|
EH
29
Equitable Holdings
New York
| $35.8K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $30.5K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $26.5K | – | – | – |
|
|
NS
32
NBC Securities
Birmingham,
Alabama
| $22K | – | – | – |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $13.1K | +$4.65K | +1,300 | +55% |
|
34
JPMorgan Chase & Co
New York
| $11.5K | +$7.88K | +2,201 | +218% |
|
35
US Bancorp
Minneapolis,
Minnesota
| $10.4K | +$10.4K | +2,900 | New |
|
|
KAS
36
KPP Advisory Services
Louisville,
Kentucky
| – | -$58.4K | -17,340 | Closed |
|
|
AWS
37
Atria Wealth Solutions
New York
| – | -$53.6K | -15,900 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$17.3K | -5,147 | Closed |
|
|
LC
39
Lindbrook Capital
Calabasas,
California
| – | -$16.9K | -5,000 | Closed |
|