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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 |
TRCT
26
Tower Research Capital (TRC)
New York
| $1K | +$953 | +300 | New |
|
| 27 |
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $459 | +$477 | +150 | New |
|
| 28 |
AC
28
Almitas Capital
Santa Monica,
California
| – | -$134K | -47,000 | Closed |
|
| 29 |
NRW
29
Nova R Wealth
Overland Park,
Kansas
| – | -$99K | -34,673 | Closed |
|
| 30 |
LCM
30
Landscape Capital Management
Englewood,
New Jersey
| – | -$45K | -15,711 | Closed |
|
| 31 |
CWM
31
Castle Wealth Management
West Palm Beach,
Florida
| – | -$44K | -15,290 | Closed |
|
| 32 |
LSC
32
Logan Stone Capital
Chicago,
Illinois
| – | -$31K | -10,744 | Closed |
|