B. Riley Wealth Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

B. Riley Wealth Advisors’s Portfolio FAM Stock Details FAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,315	Closed	-$139K	–	1644
2023 Q2	$139K	Hold	22,315	–	–	﹤0.01%	1397
2023 Q1	$134K	Hold	22,315	–	–	﹤0.01%	1351
2022 Q4	$134K	Hold	22,315	–	–	﹤0.01%	1329
2022 Q3	$122K	Hold	22,315	–	–	﹤0.01%	1300
2022 Q2	$136K	Hold	22,315	–	–	0.01%	1093
2022 Q1	$167K	Sell	22,315 -1,000	-4%	-$8.41K	0.01%	1239
2021 Q4	$225K	Hold	23,315	–	–	0.01%	1218
2021 Q3	$237K	Hold	23,315	–	–	0.01%	1160
2021 Q2	$239K	Hold	23,315	–	–	0.01%	1138
2021 Q1	$234K	Hold	23,315	–	–	0.01%	1120
2020 Q4	$246K	Hold	23,315	–	–	0.01%	856
2020 Q3	$224K	Hold	23,315	–	–	0.01%	811
2020 Q2	$232K	Hold	23,315	–	–	0.02%	720
2020 Q1	$206K	Hold	23,315	–	–	0.02%	666
2019 Q4	$261K	Hold	23,315	–	–	0.02%	656
2019 Q3	$247K	Hold	23,315	–	–	0.02%	662
2019 Q2	$243K	Buy	23,315 +4,500	+24%	+$45K	0.03%	647
2019 Q1	$190K	Hold	18,815	–	–	0.02%	666
2018 Q4	$177K	Buy	18,815 +2,000	+12%	+$18.5K	0.03%	586
2018 Q3	$162K	Buy	+16,815	New	+$165K	0.02%	663

Other funds holding FAM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's FAM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2023, closing a stake of 22,315 shares — an estimated $139K sold.

B. Riley Wealth Advisors first reported a position in FAM in Q3 2018 and held it in 20 quarters. The position peaked at $261K in Q4 2019. 35 funds tracked by Wall St. Rank hold FAM as of Q3 2023.

B. Riley Wealth Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 22,315 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2023, an estimated $139K.
B. Riley Wealth Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q3 2018 and held it in 20 quarters.
B. Riley Wealth Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $261K in Q4 2019.
35 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.