FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
19 hedge funds and large institutions have $11.7M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Holders
19
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.1M | |
| 2 | +$933K | |
| 3 | +$393K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$275K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$242K |
Top Sellers
| 1 | -$1.77M | |
| 2 | -$459K | |
| 3 | -$314K | |
| 4 |
EML
Eos Management LP
New York
|
-$274K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$187K |