We are live on
!
Find out more
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
| $11K | +$12.5K | +3,390 | New |
|
| 27 |
UB
27
UMB Bank
Kansas City,
Missouri
| $6K | +$7.13K | +1,930 | New |
|
| 28 |
APA
28
American Portfolios Advisors
Holbrook,
New York
| $1.93K | – | – | – |
|
| 29 |
MIAN
29
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$221K | -52,500 | Closed |
|
| 30 |
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$24K | -5,750 | Closed |
|
| 31 |
FFWM
31
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$13K | -3,200 | Closed |
|
| 32 |
32
UBS Group
Zurich,
Switzerland
| – | -$10K | -2,305 | Closed |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$114 | -31 | -22% |
|