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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
| $16.3K | – | – | – |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $8.59K | +$7.99K | +2,635 | New |
|
| 28 |
28
JP Morgan Chase
New York
| $2.94K | +$2.64K | +871 | +2,903% |
|
| 29 |
AC
29
Almitas Capital
Santa Monica,
California
| – | -$192K | -61,254 | Closed |
|
| 30 |
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$118K | -37,489 | Closed |
|
| 31 |
31
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$53.6K | -17,068 | Closed |
|
| 32 |
32
Bank of America
Charlotte,
North Carolina
| – | -$41.6K | -13,241 | Closed |
|
| 33 |
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$36K | -11,459 | Closed |
|
| 34 |
HI
34
Harbour Investments
Madison,
Wisconsin
| – | -$4.99K | -1,590 | Closed |
|