FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

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

32 hedge funds and large institutions have $11.8M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPRC
1
Consolidated Portfolio Review Corp
New York
$2.07M 614,792 +3,502 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$1.78M 527,281 +51,052 +11%
LPL Financial
3
LPL Financial
California
$1.56M 461,514 -167,466 -27%
SFS
4
Shaker Financial Services
Virginia
$933K 276,825 +150,165 +119%
MC
5
Matisse Capital
Oregon
$818K 242,712 +242,712 New
PAG
6
Private Advisor Group
New Jersey
$638K 189,175 +80,700 +74%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$589K 174,854 -12,494 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$547K 162,191 -3,156 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$435K 128,996 +43,465 +51%
FHA
10
Flagship Harbor Advisors
Massachusetts
$384K 114,079 -10,500 -8%
AGM
11
Alpine Global Management
New York
$301K 89,346 +14,311 +19%
SFC
12
SYM Financial Corp
Indiana
$285K 84,537
Wells Fargo
13
Wells Fargo
California
$210K 62,215 -701 -1%
GLA
14
Good Life Advisors
Pennsylvania
$171K 50,810 +623 +1%
BCA
15
Bay Colony Advisors
Massachusetts
$167K 49,412 +15,395 +45%
CAG
16
Csenge Advisory Group
Florida
$151K 44,871 -21,819 -33%
CA
17
Cetera Advisors
Colorado
$129K 38,184 -1,103 -3%
LSC
18
Logan Stone Capital
Illinois
$91.8K 27,227 +27,227 New
ASN
19
Advisory Services Network
Georgia
$67.9K 20,151
QCIG
20
Quad-Cities Investment Group
Iowa
$64.8K 19,223 -8,909 -32%
LCM
21
Landscape Capital Management
New Jersey
$62K 18,398 +18,398 New
KAS
22
KPP Advisory Services
Kentucky
$58.4K 17,340 +17,340 New
AWS
23
Atria Wealth Solutions
New York
$53.6K 15,900 +15,900 New
AC
24
Almitas Capital
California
$40.9K 12,134 +12,134 New
EH
25
Equitable Holdings
New York
$33.7K 10,000 -6,000 -38%