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FGB

First Trust Specialty Finance and Financial Opportunities Fund
FGB

Delisted

FGB was delisted on the 27th of June, 2025.

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1 hedge funds and large institutions have $21.6K invested in First Trust Specialty Finance and Financial Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.17% less ownership

Funds ownership: 37.2% → 0.04% (-37%)

98% less funds holding

Funds holding: 40 → 1 (-39)

100% less capital invested

Capital invested by funds: $22.9M → $21.6K (-$22.9M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 39

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-39
Holders Change %
-97.5%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.92M
2
LPL Financial
LPL Financial
California
-$4.47M
3
SCM
Saba Capital Management
New York
-$3.01M
4
Morgan Stanley
Morgan Stanley
New York
-$2.87M
5
AC
Almitas Capital
California
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
– -$63.6K -14,788 Closed
Citadel Advisors
27
Citadel Advisors
Florida
– -$57.1K -13,290 Closed
KAS
28
KPP Advisory Services
Kentucky
– -$53.8K -12,500 Closed
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
– -$53.3K -12,390 Closed
LMKC
30
L.M. Kohn & Company
Ohio
– -$50.7K -11,800 Closed
WS
31
Wedbush Securities
California
– -$50K -11,522 Closed
AWS
32
Atria Wealth Solutions
New York
– -$47.3K -11,000 Closed
BAM
33
Belpointe Asset Management
Nevada
– -$44.1K -10,252 Closed
EH
34
Equitable Holdings
New York
– -$43K -10,000 Closed
PSFG
35
Park Square Financial Group
Georgia
– -$13.7K -3,197 Closed
US Bancorp
36
US Bancorp
Minnesota
– -$12.5K -2,900 Closed
WAM
37
Wolverine Asset Management
Illinois
– -$10.4K -2,418 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$7K -1,650 Closed
UBS Group
39
UBS Group
Switzerland
– -$864 -201 Closed
Bank of America
40
Bank of America
North Carolina
– -$215 -50 Closed
1
2

FGB Hedge Fund Activity: Q2 2025 in Review

1 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Specialty Finance and Financial Opportunities Fund (FGB) for Q2 2025, worth a combined $21.6K — down 100% from $22.9M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FGB and 0 opened new positions — a net loss of 39 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Sit Investment Associates, exiting entirely with an estimated $4.92M sold.

  • 1 institutional investor held First Trust Specialty Finance and Financial Opportunities Fund (FGB) as of Q2 2025, down from 40 in Q1 2025.
  • Funds reported $21.6K of First Trust Specialty Finance and Financial Opportunities Fund stock for Q2 2025, down 100% quarter-over-quarter.
  • 0 funds opened new First Trust Specialty Finance and Financial Opportunities Fund positions in Q2 2025 and 39 closed out, a net change of -39 holders.
  • The largest First Trust Specialty Finance and Financial Opportunities Fund seller in Q2 2025 was Sit Investment Associates, an estimated $4.92M sold.

Based on aggregated 13F filings for Q2 2025.