FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
40 hedge funds and large institutions have $22.9M invested in First Trust Specialty Finance and Financial Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$577K | |
| 2 | +$409K | |
| 3 | +$309K | |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$283K |
| 5 |
Morgan Stanley
New York
|
+$214K |
Top Sellers
| 1 | -$671K | |
| 2 | -$439K | |
| 3 | -$364K | |
| 4 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$325K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$131K |