FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
18 hedge funds and large institutions have $11.7M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
5% less funds holding
Funds holding: 19 → 18 (-1)
Holders
18
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$577K | |
| 2 | +$414K | |
| 3 | +$266K | |
| 4 |
AA
Apriem Advisors
Irvine,
California
|
+$131K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$113K |
Top Sellers
| 1 | -$455K | |
| 2 | -$167K | |
| 3 | -$86K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$62.2K |
| 5 |
WRM
Westport Resources Management
Westport,
Connecticut
|
-$50K |