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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 |
LC
26
Lindbrook Capital
Calabasas,
California
| $14K | – | – | – |
|
| 27 |
HI
27
Harbour Investments
Madison,
Wisconsin
| $11K | – | – | – |
|
| 28 |
28
UBS Group
Zurich,
Switzerland
| $8K | +$9.98K | +2,941 | New |
|
| 29 |
APA
29
American Portfolios Advisors
Holbrook,
New York
| $1.73K | – | – | – |
|
| 30 |
UB
30
UMB Bank
Kansas City,
Missouri
| – | -$6K | -1,930 | Closed |
|