FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
21 hedge funds and large institutions have $11.2M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Holders
21
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$349K | |
| 2 | +$274K | |
| 3 | +$38.9K | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$23K |
| 5 |
LPL Financial
San Diego,
California
|
+$18.3K |
Top Sellers
| 1 | -$478K | |
| 2 | -$364K | |
| 3 | -$250K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$225K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$134K |