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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
LPL Financial
1
LPL Financial
California
$1.6M +$307K +83,056 +20%
Morgan Stanley
2
Morgan Stanley
New York
$1.11M +$158K +42,674 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$950K -$39.1K -10,599 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$588K +$11.6K +3,148 +2%
FHA
5
Flagship Harbor Advisors
Massachusetts
$482K -$1.48K -400 -0.3%
SFS
6
Shaker Financial Services
Virginia
$343K +$270K +73,031 +211%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$282K -$41.7K -11,300 -11%
SFC
8
SYM Financial Corp
Indiana
$270K +$35.3K +9,562 +13%
Wells Fargo
9
Wells Fargo
California
$196K +$1.34K +362 +0.6%
CAG
10
Csenge Advisory Group
Florida
$193K +$102K +27,656 +84%
QCIG
11
Quad-Cities Investment Group
Iowa
$173K -$16.9K -4,565 -8%
GLA
12
Good Life Advisors
Pennsylvania
$162K +$1.9K +514 +1%
NRW
13
Nova R Wealth
Kansas
$149K +$454 +123 +0.3%
CA
14
Cetera Advisors
Colorado
$122K -$8.44K -2,285 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$118K
BCA
16
Bay Colony Advisors
Massachusetts
$106K +$111K +30,065 New
IA
17
IFP Advisors
Florida
$103K
Bank of America
18
Bank of America
North Carolina
$98K -$41K -11,115 -27%
BWA
19
BDO Wealth Advisors
Florida
$94K
ASN
20
Advisory Services Network
Georgia
$64K
CWM
21
Castle Wealth Management
Florida
$49K +$56.4K +15,290 New
SPIA
22
Steward Partners Investment Advisory
New York
$47K
LSC
23
Logan Stone Capital
Illinois
$34K -$30.6K -8,297 -44%
LCM
24
Landscape Capital Management
New Jersey
$33K +$37.8K +10,233 New
LC
25
Lindbrook Capital
California
$16K