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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35 hedge funds and large institutions have $18.6M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
$2.09M
2
SCM
Saba Capital Management
New York
$2.4M
3
LPL Financial
LPL Financial
California
$3.92M
4
PAG
Private Advisor Group
New Jersey
$1.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$99.1K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.1M
2
SFS
Shaker Financial Services
Virginia
$0
3
AC
Almitas Capital
California
$0
4
MC
Matisse Capital
Oregon
$774K
5
BCA
Bay Colony Advisors
Massachusetts
$46.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$46.3K -$122K -32,369 -72%
HIC
27
Hartline Investment Corp
Illinois
$46.3K +$46.3K +12,281 New
LMKC
28
L.M. Kohn & Company
Ohio
$44.5K – – –
WS
29
Wedbush Securities
California
$40K – – –
EH
30
Equitable Holdings
New York
$37.7K – – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$34.3K +$20.4K +5,421 +148%
IA
32
IFP Advisors
Florida
$24.3K -$7.85K -2,082 -24%
NS
33
NBC Securities
Alabama
$23K – – –
US Bancorp
34
US Bancorp
Minnesota
$10.9K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4 +$4 +1 New
SFS
36
Shaker Financial Services
Virginia
– -$433K -121,027 Closed
AC
37
Almitas Capital
California
– -$165K -45,984 Closed
LSC
38
Logan Stone Capital
Illinois
– -$89.5K -24,987 Closed
CCP
39
Clough Capital Partners
Massachusetts
– -$44.9K -12,542 Closed
QCIG
40
Quad-Cities Investment Group
Iowa
– -$43.2K -11,971 Closed
CL
41
CSS LLC
Illinois
– -$35.9K -10,027 Closed
SPIA
42
Steward Partners Investment Advisory
New York
– -$26.5K -7,408 Closed
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
– -$11.5K -3,210 Closed
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