FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

30 hedge funds and large institutions have $9.25M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.92M 609,890 +33,430 +6%
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.6M 508,842 +508,842 New
Morgan Stanley
3
Morgan Stanley
New York
$1.35M 429,108 +35,311 +9%
SFS
4
Shaker Financial Services
Virginia
$830K 264,448 +160,902 +155%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$592K 188,620 -4,926 -3%
FHA
6
Flagship Harbor Advisors
Massachusetts
$440K 140,204 -1,900 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$288K 91,830 +22,548 +33%
SFC
8
SYM Financial Corp
Indiana
$265K 84,537
Osaic Holdings
9
Osaic Holdings
Arizona
$256K 81,666 +10,000 +14%
CAG
10
Csenge Advisory Group
Florida
$227K 72,261 -3,448 -5%
Wells Fargo
11
Wells Fargo
California
$196K 62,551 +2,335 +4%
AC
12
Almitas Capital
California
$192K 61,254 +61,254 New
GLA
13
Good Life Advisors
Pennsylvania
$161K 51,341 +599 +1%
CA
14
Cetera Advisors
Colorado
$123K 39,287 +1,000 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$118K 37,489 +37,489 New
BCA
16
Bay Colony Advisors
Massachusetts
$97.6K 31,687 +2,563 +9%
IA
17
IFP Advisors
Florida
$92.1K 15,216 -1,232 -7%
QCIG
18
Quad-Cities Investment Group
Iowa
$91.1K 29,022 -1,508 -5%
SAM
19
Silverhawk Asset Management
Arizona
$73.2K 23,300
ASN
20
Advisory Services Network
Georgia
$63.3K 20,151
BWA
21
BDO Wealth Advisors
Florida
$55.3K 17,624 -11,037 -39%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$53.6K 17,068 +17,068 New
PAG
23
Private Advisor Group
New Jersey
$48.6K 15,475 +15,475 New
Bank of America
24
Bank of America
North Carolina
$41.6K 13,241 -334 -2%
LCM
25
Landscape Capital Management
New Jersey
$36K 11,459 +11,459 New