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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 |
EH
26
Equitable Holdings
New York
| $33.7K | -$20.1K | -6,000 | -38% |
|
| 27 |
IA
27
IFP Advisors
Tampa,
Florida
| $28.7K | -$22.4K | -6,698 | -44% |
|
| 28 |
SPIA
28
Steward Partners Investment Advisory
New York
| $25K | – | – | – |
|
| 29 |
NS
29
NBC Securities
Birmingham,
Alabama
| $21K | +$21.2K | +6,323 | New |
|
| 30 |
30
UBS Group
Zurich,
Switzerland
| $17.3K | +$8.42K | +2,512 | +95% |
|
| 31 |
LC
31
Lindbrook Capital
Calabasas,
California
| $16.9K | – | – | – |
|
| 32 |
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $7.97K | +$7.93K | +2,366 | New |
|
| 33 |
33
JP Morgan Chase
New York
| $3.4K | +$362 | +108 | +12% |
|
| 34 |
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$118K | -36,282 | Closed |
|