FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

27 hedge funds and large institutions have $10.1M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.05M 628,980 +19,090 +3%
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.99M 611,290 +102,448 +20%
Morgan Stanley
3
Morgan Stanley
New York
$1.55M 476,229 +47,121 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$611K 187,348 -1,272 -0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$539K 165,347 -4,032 -2%
SFS
6
Shaker Financial Services
Virginia
$413K 126,660 -137,788 -52%
FHA
7
Flagship Harbor Advisors
Massachusetts
$406K 124,579 -15,625 -11%
PAG
8
Private Advisor Group
New Jersey
$368K 108,475 +93,000 +601%
Osaic Holdings
9
Osaic Holdings
Arizona
$279K 85,531 +3,865 +5%
SFC
10
SYM Financial Corp
Indiana
$276K 84,537
AGM
11
Alpine Global Management
New York
$245K 75,035 +75,035 New
CAG
12
Csenge Advisory Group
Florida
$217K 66,690 -5,571 -8%
Wells Fargo
13
Wells Fargo
California
$205K 62,916 +365 +0.6%
GLA
14
Good Life Advisors
Pennsylvania
$164K 50,187 -1,154 -2%
CA
15
Cetera Advisors
Colorado
$128K 39,287
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$118K 36,282 -55,548 -60%
BCA
17
Bay Colony Advisors
Massachusetts
$111K 34,017 +2,330 +7%
QCIG
18
Quad-Cities Investment Group
Iowa
$91.7K 28,132 -890 -3%
ASN
19
Advisory Services Network
Georgia
$65.7K 20,151
SAM
20
Silverhawk Asset Management
Arizona
$54K 16,551 -6,749 -29%
BWA
21
BDO Wealth Advisors
Florida
$53.6K 16,456 -1,168 -7%
EH
22
Equitable Holdings
New York
$52.2K 16,000 +16,000 New
IA
23
IFP Advisors
Florida
$49.6K 15,216
SPIA
24
Steward Partners Investment Advisory
New York
$24.2K 7,408
LC
25
Lindbrook Capital
California
$16.3K 5,000