First Trust Specialty Finance and Financial Opportunities Fund

FGB

Market cap $59.6M

Delisted

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

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Wells Fargo San Francisco, California	$4.07M	+$177K	+23,534	+5%
2	AAM 2 Advisors Asset Management Monument, Colorado	$1.32M	-$118K	-15,625	-8%
3	B 3 Baird Milwaukee, Wisconsin	$1.3M	+$62K	+8,231	+5%
4	AA 4 Apriem Advisors Irvine, California	$1.28M	+$297K	+39,385	+30%
5	5 Morgan Stanley New York	$1.16M	-$526K	-69,807	-31%
6	6 Commonwealth Equity Services Waltham, Massachusetts	$806K	+$33.2K	+4,401	+4%
7	7 UBS Group Zurich, Switzerland	$128K	+$1.96K	+260	+2%
8	IH 8 IFC Holdings Tampa, Florida	$121K	+$120K	+15,949	New
9	9 Stifel Financial St. Louis, Missouri	$114K	+$13.2K	+1,756	+13%
10	10 Royal Bank of Canada Toronto, Ontario, Canada	$111K	+$3.01K	+400	+3%
11	11 LPL Financial San Diego, California	$76K	-$243K	-32,265	-76%
12	BFEC 12 Benjamin F. Edwards & Company St. Louis, Missouri	$55K	+$1.51K	+200	+3%
13	SF 13 Synovus Financial Columbus, Georgia	$50K	+$25K	+3,319	+101%
14	14 Bank of America Charlotte, North Carolina	$20K	-$194K	-25,748	-91%
15	LTFS 15 Ladenburg Thalmann Financial Services Miami, Florida	$8K	–	–	–
16	AIG 16 American International Group New York	–	-$119K	-15,150	Closed
17	DA 17 Doliver Advisors Houston, Texas	–	-$103K	-13,152	Closed
18	18 Citigroup New York	–	-$4K	-524	Closed
19	19 Creative Planning Overland Park, Kansas	–	-$1K	-120	Closed