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FGB

First Trust Specialty Finance and Financial Opportunities Fund
FGB

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.76M +$100K +31,518 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.21M -$78.2K -24,626 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$592K -$317K -99,733 -34%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$494K -$49.7K -15,637 -9%
FHA
5
Flagship Harbor Advisors
Massachusetts
$435K -$2.86K -900 -0.6%
SFS
6
Shaker Financial Services
Virginia
$317K -$310K -97,505 -48%
SFC
7
SYM Financial Corp
Indiana
$259K – – –
CAG
8
Csenge Advisory Group
Florida
$232K +$57.9K +18,215 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$219K +$32K +10,079 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$212K +$16.8K +5,291 +8%
Wells Fargo
11
Wells Fargo
California
$184K -$24.4K -7,684 -11%
GLA
12
Good Life Advisors
Pennsylvania
$155K +$1.78K +559 +1%
CA
13
Cetera Advisors
Colorado
$117K – – –
IA
14
IFP Advisors
Florida
$101K -$3.16K -994 -6%
QCIG
15
Quad-Cities Investment Group
Iowa
$93.4K -$74.2K -23,357 -43%
BCA
16
Bay Colony Advisors
Massachusetts
$89.1K +$3.14K +989 +4%
BWA
17
BDO Wealth Advisors
Florida
$87.7K -$2.36K -743 -3%
SAM
18
Silverhawk Asset Management
Arizona
$71.3K +$74K +23,300 New
ASN
19
Advisory Services Network
Georgia
$61.7K – – –
Bank of America
20
Bank of America
North Carolina
$41.5K -$53.8K -16,947 -56%
UBS Group
21
UBS Group
Switzerland
$38.5K +$30.6K +9,629 +327%
SPIA
22
Steward Partners Investment Advisory
New York
$22.7K -$23.5K -7,407 -50%
MCC
23
Money Concepts Capital
Florida
$17.6K +$18.3K +5,750 New
LC
24
Lindbrook Capital
California
$15.3K – – –
HI
25
Harbour Investments
Wisconsin
$7.31K -$3.18K -1,000 -29%
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