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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 |
26
Bank of America
Charlotte,
North Carolina
| $41.6K | -$1.08K | -334 | -2% |
|
| 27 |
LCM
27
Landscape Capital Management
Englewood,
New Jersey
| $36K | +$37K | +11,459 | New |
|
| 28 |
SPIA
28
Steward Partners Investment Advisory
New York
| $23.3K | – | – | – |
|
| 29 |
LC
29
Lindbrook Capital
Calabasas,
California
| $15.7K | – | – | – |
|
| 30 |
HI
30
Harbour Investments
Madison,
Wisconsin
| $4.99K | -$2.58K | -800 | -33% |
|
| 31 |
31
UBS Group
Zurich,
Switzerland
| – | -$38.5K | -12,570 | Closed |
|
| 32 |
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$17.6K | -5,750 | Closed |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$1K | -300 | Closed |
|
| 34 |
NA
34
NewEdge Advisors
New Orleans,
Louisiana
| – | -$459 | -150 | Closed |
|
| 35 |
35
JP Morgan Chase
New York
| – | +$97 | +30 | New |
|