First Trust Special FinancFGB
13F holders, Q2 2025 (June 30)1holders −39
0new positions
13sold out
$4.15avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding First Trust Special Financ (FGB) in their 13F filings, down 39 from Q1 2025. 0 opened new positions and 13 sold out. The largest holder was IFP Advisors, Inc ($22K).
- Company
- First Trust Special Financ
- CUSIP
- 33733G109
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 13 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,255,838 shares sold, net −1,255,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| IFP Advisors, Inc | 0.00% | Reduce -10.8% | 5,198 | $22K |
"% of holder's portfolio" is FGB's weight in each manager's 13F, not the share of First Trust Special Financ the manager owns.