FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
29 hedge funds and large institutions have $7.3M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less capital invested
Capital invested by funds: $ → $
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Holders
29
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$267K | |
| 2 | +$201K | |
| 3 | +$134K | |
| 4 |
LPL Financial
San Diego,
California
|
+$125K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$69.3K |
Top Sellers
| 1 | -$70.9K | |
| 2 | -$34.2K | |
| 3 | -$22.9K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$20.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.2K |