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FGB
First Trust Specialty Finance and Financial Opportunities Fund
Delisted
FGB was delisted on the 27th of June, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
HI
26
Harbour Investments
Madison,
Wisconsin
| $14K | – | – | – |
|
| 27 |
FFWM
27
Future Financial Wealth Management
Cincinnati,
Ohio
| $13K | +$13.1K | +3,200 | New |
|
| 28 |
28
Bank of America
Charlotte,
North Carolina
| $3K | -$349 | -85 | -12% |
|
| 29 |
APA
29
American Portfolios Advisors
Holbrook,
New York
| $2.47K | – | – | – |
|
| 30 |
MIAN
30
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$215K | -54,133 | Closed |
|
| 31 |
CAG
31
Csenge Advisory Group
Clearwater,
Florida
| – | -$103K | -25,842 | Closed |
|
| 32 |
FIA
32
FNY Investment Advisers
New York
| – | -$92K | -23,180 | Closed |
|
| 33 |
ADL
33
Asset Dedication LLC
San Francisco,
California
| – | -$17K | -4,182 | Closed |
|