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.

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.56M 544,942 +43,540 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.2M 418,423 +70,136 +20%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$839K 293,279 -4,623 -2%
SFS
4
Shaker Financial Services
Virginia
$575K 201,051 +93,487 +87%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$507K 177,372 -7,068 -4%
FHA
6
Flagship Harbor Advisors
Massachusetts
$409K 143,004 -8,000 -5%
SFC
7
SYM Financial Corp
Indiana
$242K 84,537
Wells Fargo
8
Wells Fargo
California
$194K 67,900 +6,641 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$184K 63,991 -24,646 -28%
Osaic Holdings
10
Osaic Holdings
Arizona
$176K 61,587 +24,264 +65%
CAG
11
Csenge Advisory Group
Florida
$164K 57,494 -3,103 -5%
QCIG
12
Quad-Cities Investment Group
Iowa
$154K 53,887 -425 -0.8%
GLA
13
Good Life Advisors
Pennsylvania
$144K 50,183 -606 -1%
AC
14
Almitas Capital
California
$134K 47,000 +47,000 New
CA
15
Cetera Advisors
Colorado
$110K 38,287
IA
16
IFP Advisors
Florida
$107K 17,442 +626 +4%
NRW
17
Nova R Wealth
Kansas
$99K 34,673 -11,987 -26%
Bank of America
18
Bank of America
North Carolina
$87K 30,522 -229 -0.7%
BWA
19
BDO Wealth Advisors
Florida
$84K 29,404
BCA
20
Bay Colony Advisors
Massachusetts
$80K 28,135 -1,930 -6%
ASN
21
Advisory Services Network
Georgia
$58K 20,151
LCM
22
Landscape Capital Management
New Jersey
$45K 15,711 +5,478 +54%
CWM
23
Castle Wealth Management
Florida
$44K 15,290
SPIA
24
Steward Partners Investment Advisory
New York
$42K 14,815
LSC
25
Logan Stone Capital
Illinois
$31K 10,744