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 $17.3M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Holders
30
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.83M | |
| 2 | +$629K | |
| 3 | +$372K | |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$313K |
| 5 |
LPL Financial
San Diego,
California
|
+$284K |
Top Sellers
| 1 | -$2.09M | |
| 2 | -$1.35M | |
| 3 | -$774K | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$646K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$118K |