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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.97M | |
| 2 | +$1.73M | |
| 3 | +$697K | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$280K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$137K |
Top Sellers
| 1 | -$558K | |
| 2 | -$179K | |
| 3 | -$140K | |
| 4 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$131K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$117K |