FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

15 hedge funds and large institutions have $10.6M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.07M 540,102 +23,534 +5%
AAM
2
Advisors Asset Management
Colorado
$1.32M 175,421 -15,625 -8%
B
3
Baird
Wisconsin
$1.3M 172,525 +8,231 +5%
AA
4
Apriem Advisors
California
$1.28M 169,778 +39,385 +30%
Morgan Stanley
5
Morgan Stanley
New York
$1.16M 153,533 -69,807 -31%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$806K 107,031 +4,401 +4%
UBS Group
7
UBS Group
Switzerland
$128K 17,047 +260 +2%
IH
8
IFC Holdings
Florida
$121K 15,949 +15,949 New
Stifel Financial
9
Stifel Financial
Missouri
$114K 15,156 +1,756 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$111K 14,700 +400 +3%
LPL Financial
11
LPL Financial
California
$76K 10,110 -32,265 -76%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$55K 7,300 +200 +3%
SF
13
Synovus Financial
Georgia
$50K 6,597 +3,319 +101%
Bank of America
14
Bank of America
North Carolina
$20K 2,643 -25,748 -91%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$8K 1,000
AIG
16
American International Group
New York
-15,150 Closed
DA
17
Doliver Advisors
Texas
-13,152 Closed
Citigroup
18
Citigroup
New York
-524 Closed
Creative Planning
19
Creative Planning
Kansas
-120 Closed