ARC
FEO

Advisor Resource Council’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Advisor Resource Council’s Portfolio FEO Stock Details FEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,070
Closed -$185K – 537
2022
Q2 		$185K Buy
+21,070
New +$197K 0.02% 488

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Advisor Resource Council's FEO Position: Q3 2022 in Review

Advisor Resource Council sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2022, closing a stake of 21,070 shares — an estimated $185K sold.

Advisor Resource Council first reported a position in FEO in Q2 2022 and held it in 1 quarter. The position peaked at $185K in Q2 2022. 18 funds tracked by Wall St. Rank hold FEO as of Q3 2022.

  • Advisor Resource Council reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 21,070 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2022, an estimated $185K.
  • Advisor Resource Council first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2022 and held it in 1 quarter.
  • Advisor Resource Council's First Trust/abrdn Emerging Opportunity Fund position peaked at $185K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.