FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
38 hedge funds and large institutions have $19.5M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
2.33% more ownership
Funds ownership: 31% → 33.33% (+2.3%)
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.16M | |
| 2 | +$742K | |
| 3 | +$731K | |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$221K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$115K |
Top Sellers
| 1 | -$1.47M | |
| 2 | -$313K | |
| 3 | -$300K | |
| 4 |
LPL Financial
San Diego,
California
|
-$185K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$179K |