FGB

First Trust Specialty Finance and Financial Opportunities Fund
FGB

Overview Fund Activity
Delisted

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

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35 hedge funds and large institutions have $18.6M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
–
Holders Change %
0%
% 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
11
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$2.09M
2
SCM
2
Saba Capital Management
New York
$2.4M
3
LPL Financial
3
LPL Financial
California
$3.92M
4
PAG
4
Private Advisor Group
New Jersey
$1.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$99.1K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AC
3
Almitas Capital
California
$0
4
MC
4
Matisse Capital
Oregon
$774K
5
BCA
5
Bay Colony Advisors
Massachusetts
$46.3K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.92M 1,039,348 +93,647 +10%
SCM
2
Saba Capital Management
New York
$2.4M 637,745 +442,927 +227%
CPRC
3
Consolidated Portfolio Review Corp
New York
$2.13M 566,162 -9,502 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.1M 557,740 -519,570 -48%
PI
5
PFG Investments
New York
$2.09M 554,102 +554,102 New
PAG
6
Private Advisor Group
New Jersey
$1.27M 337,075 +69,550 +26%
MC
7
Matisse Capital
Oregon
$774K 205,217 -42,972 -17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$598K 158,660 +10,506 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$436K 115,702 -26,547 -19%
FHA
10
Flagship Harbor Advisors
Massachusetts
$436K 115,579 +3,400 +3%
AGM
11
Alpine Global Management
New York
$377K 100,000 +10,654 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$307K 81,320 +2,289 +3%
GLA
13
Good Life Advisors
Pennsylvania
$196K 52,061 +612 +1%
RCM
14
Rivernorth Capital Management
Florida
$187K 49,555 +11,387 +30%
Wells Fargo
15
Wells Fargo
California
$186K 49,216 +1,232 +3%
SFC
16
SYM Financial Corp
Indiana
$158K 41,994 -6,068 -13%
CAG
17
Csenge Advisory Group
Florida
$120K 31,770 -4,834 -13%
LCM
18
Landscape Capital Management
New Jersey
$118K 31,391 -12,819 -29%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$99.1K 26,274 +26,274 New
MCM
20
Mendel Capital Management
Arkansas
$75.2K 19,940 +19,940 New
ASN
21
Advisory Services Network
Georgia
$65.9K 17,478 -1,673 -9%
VF
22
Virtu Financial
New York
$52K 13,892 +13,892 New
KAS
23
KPP Advisory Services
Kentucky
$50.9K 13,500 +13,500 New
CA
24
Cetera Advisors
Colorado
$50.1K 13,290 -24,894 -65%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$50.1K 13,290 +13,290 New
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