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.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.52M 658,924 -8,229 -1%
FHA
2
Flagship Harbor Advisors
Massachusetts
$1.49M 215,495 +20,800 +11%
IH
3
IFC Holdings
Florida
$1.2M 175,047 +13,272 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$654K 95,380 +1,067 +1%
GC
5
Guggenheim Capital
Illinois
$498K 72,551 +37,383 +106%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$490K 71,382 -1,390 -2%
DA
7
Doliver Advisors
Texas
$345K 50,336 +5,585 +12%
LCM
8
Laurion Capital Management
New York
$250K 36,468 +36,468 New
LPL Financial
9
LPL Financial
California
$247K 35,975 -9,127 -20%
Ameriprise
10
Ameriprise
Minnesota
$237K 34,546 -3,702 -10%
WAM
11
Wolverine Asset Management
Illinois
$223K 32,615 +30,183 +1,241%
GLA
12
Good Life Advisors
Pennsylvania
$204K 29,324 +1,398 +5%
AG
13
Advisor Group
Arizona
$203K 29,597 -925 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$173K 25,275 +12,135 +92%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$154K 22,487
FAAS
16
First Allied Advisory Services
California
$149K 21,549 +1,680 +8%
Morgan Stanley
17
Morgan Stanley
New York
$131K 19,132 -22,469 -54%
RJA
18
Raymond James & Associates
Florida
$107K 15,608 +1,500 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$104K 15,215 -6,762 -31%
Bank of America
20
Bank of America
North Carolina
$52K 7,624 +2,078 +37%
UBS Group
21
UBS Group
Switzerland
$34K 4,962 -3,990 -45%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$28K 4,130 +4,130 New
AIM
23
Advantage Investment Management
Iowa
$1K 156 +156 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-12,010 Closed
Creative Planning
25
Creative Planning
Kansas
-7,150 Closed