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FGB

First Trust Specialty Finance and Financial Opportunities Fund

Delisted

FGB was delisted on the 27th of June, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$57.1K -$44.5K -10,210 -43%
KAS
27
KPP Advisory Services
Kentucky
$53.8K -$4.36K -1,000 -7%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$53.3K
LMKC
29
L.M. Kohn & Company
Ohio
$50.7K +$51.4K +11,800 New
WS
30
Wedbush Securities
California
$50K
AWS
31
Atria Wealth Solutions
New York
$47.3K +$47.9K +11,000 New
BAM
32
Belpointe Asset Management
Nevada
$44.1K -$6.11K -1,403 -12%
EH
33
Equitable Holdings
New York
$43K
IA
34
IFP Advisors
Florida
$25K -$4.36K -1,000 -15%
PSFG
35
Park Square Financial Group
Georgia
$13.7K -$3.17K -727 -19%
US Bancorp
36
US Bancorp
Minnesota
$12.5K
WAM
37
Wolverine Asset Management
Illinois
$10.4K +$10.5K +2,418 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$7K +$7.19K +1,650 New
UBS Group
39
UBS Group
Switzerland
$864 -$7.33K -1,681 -89%
Bank of America
40
Bank of America
North Carolina
$215 +$218 +50 New
FHA
41
Flagship Harbor Advisors
Massachusetts
-$439K -104,374 Closed
SFS
42
Shaker Financial Services
Virginia
-$131K -31,134 Closed
NAS
43
NWF Advisory Services
California
-$131K -31,050 Closed
PAG
44
Private Advisor Group
New Jersey
-$88.2K -20,958 Closed
TSS
45
Two Sigma Securities
New York
-$83.6K -19,854 Closed
VF
46
Virtu Financial
New York
-$43K -10,220 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$2.95K -701 Closed