- What are the top holdings of FGB?
- First Trust Specialty Finance and Financial Opportunities Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does FGB have?
- FGB holds — positions as reported by the fund's most recent disclosure.
- What sectors does FGB invest in?
- First Trust Specialty Finance and Financial Opportunities Fund (FGB) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FGB most exposed to?
- FGB's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FGB a US-only fund?
- The country allocation card on this page shows FGB's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does FGB invest in?
- The First Trust Specialty Finance and Financial Opportunities Fund (FGB) functions as a closed-end equity mutual fund. It was established and is primarily overseen by First Trust Advisors L.P., with additional management responsibilities shared by Confluence Investment Management LLC. The fund's investment approach concentrates on public equity markets within the United States, specifically seeking out companies operating in the specialty finance and broader financial sectors. Its portfolio predominantly consists of value stocks, supplemented by investments in Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), and various mortgage-related securities. All investment decisions are guided by a thorough process of fundamental analysis. To assess its performance, the fund utilizes a composite benchmark consisting of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. Formed on March 20, 2007, and domiciled in the U.S., the fund was formerly identified as the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund.
