Saba Capital Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Saba Capital Management’s Portfolio FGB Stock Details FGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-699,009	Closed	-$3.01M	–	332
2025 Q1	$3.01M	Hold	699,009	–	–	0.08%	100
2024 Q4	$2.94M	Sell	699,009 -48,931	-7%	-$205K	0.07%	104
2024 Q3	$3.04M	Sell	747,940 -360,433	-33%	-$1.43M	0.06%	126
2024 Q2	$4.31M	Buy	1,108,373 +470,628	+74%	+$1.78M	0.07%	116
2024 Q1	$2.4M	Buy	637,745 +442,927	+227%	+$1.6M	0.04%	142
2023 Q4	$697K	Buy	+194,818	New	+$640K	0.01%	244

Other funds holding FGB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Saba Capital Management's FGB Position: Q2 2025 in Review

Saba Capital Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2025, closing a stake of 699,009 shares — an estimated $3.01M sold.

Saba Capital Management first reported a position in FGB in Q4 2023 and held it in 6 quarters. The position peaked at $4.31M in Q2 2024. 1 fund tracked by Wall St. Rank holds FGB as of Q2 2025.

Saba Capital Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Saba Capital Management sold 699,009 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2025, an estimated $3.01M.
Saba Capital Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2023 and held it in 6 quarters.
Saba Capital Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $4.31M in Q2 2024.
1 fund tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2025.

Based on Saba Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.