FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
14 hedge funds and large institutions have $14.8M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Wells Fargo
San Francisco,
California
| $5.66M | 677,733 | +677,733 | New |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $5.35M | 642,339 | +642,339 | New |
|
3
Morgan Stanley
New York
| $1.81M | 217,093 | +217,093 | New |
|
|
AA
4
Apriem Advisors
Irvine,
California
| $700K | 83,879 | +83,879 | New |
|
|
SNC
5
Stifel Nicolaus & Co
St Louis,
Missouri
| $338K | 40,470 | +40,470 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $326K | 39,045 | +39,045 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $126K | 15,082 | +15,082 | New |
|
8
LPL Financial
San Diego,
California
| $114K | 13,693 | +13,693 | New |
|
|
U
9
UBS
Zurich,
Switzerland
| $108K | 12,861 | +12,861 | New |
|
|
AIG
10
American International Group
New York
| $102K | 12,250 | +12,250 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $77K | 9,200 | +9,200 | New |
|
|
WRM
12
Westport Resources Management
Westport,
Connecticut
| $50K | 6,000 | +6,000 | New |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $7K | 800 | +800 | New |
|
14
Citigroup
New York
| $0 | 50 | +50 | New |
|