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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
$2.05M +$57.9K +19,090 +3%
CPRC
2
Consolidated Portfolio Review Corp
New York
$1.99M +$311K +102,448 +20%
Morgan Stanley
3
Morgan Stanley
New York
$1.55M +$143K +47,121 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$611K -$3.86K -1,272 -0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$539K -$12.2K -4,032 -2%
SFS
6
Shaker Financial Services
Virginia
$413K -$418K -137,788 -52%
FHA
7
Flagship Harbor Advisors
Massachusetts
$406K -$47.4K -15,625 -11%
PAG
8
Private Advisor Group
New Jersey
$368K +$282K +93,000 +601%
Osaic Holdings
9
Osaic Holdings
Arizona
$279K +$11.7K +3,865 +5%
SFC
10
SYM Financial Corp
Indiana
$276K
AGM
11
Alpine Global Management
New York
$245K +$228K +75,035 New
CAG
12
Csenge Advisory Group
Florida
$217K -$16.9K -5,571 -8%
Wells Fargo
13
Wells Fargo
California
$205K +$1.11K +365 +0.6%
GLA
14
Good Life Advisors
Pennsylvania
$164K -$3.5K -1,154 -2%
CA
15
Cetera Advisors
Colorado
$128K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$118K -$168K -55,548 -60%
BCA
17
Bay Colony Advisors
Massachusetts
$111K +$7.07K +2,330 +7%
NAS
18
NWF Advisory Services
California
$100K
QCIG
19
Quad-Cities Investment Group
Iowa
$91.7K -$2.7K -890 -3%
ASN
20
Advisory Services Network
Georgia
$65.7K
SAM
21
Silverhawk Asset Management
Arizona
$54K -$20.5K -6,749 -29%
BWA
22
BDO Wealth Advisors
Florida
$53.6K -$3.54K -1,168 -7%
EH
23
Equitable Holdings
New York
$52.2K +$48.5K +16,000 New
IA
24
IFP Advisors
Florida
$49.6K
SPIA
25
Steward Partners Investment Advisory
New York
$24.1K