FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
23 hedge funds and large institutions have $11.5M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Holders
23
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$257K | |
| 2 | +$250K | |
| 3 | +$206K | |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$144K |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
+$91K |
Top Sellers
| 1 | -$154K | |
| 2 | -$87K | |
| 3 | -$62.7K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$56.5K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$52K |