BWM
FAM

Baystate Wealth Management’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Baystate Wealth Management’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
Q4 		$3.21K Buy
+510
New +$2.96K ﹤0.01% 976

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's FAM Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust/abrdn Global Opportunity Income Fund (FAM) in Q4 2023: 510 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

37 funds tracked by Wall St. Rank hold FAM as of Q4 2023.

  • Baystate Wealth Management held 510 shares of First Trust/abrdn Global Opportunity Income Fund worth $3.21K as of Q4 2023.
  • First Trust/abrdn Global Opportunity Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • First Trust/abrdn Global Opportunity Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #976 holding.
  • 37 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.