Beacon Pointe Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-49,271
Closed -$312K 1332
2024
Q2
$312K Sell
49,271
-1,700
-3% -$10.9K ﹤0.01% 1037
2024
Q1
$336K Sell
50,971
-1,003
-2% -$6.37K ﹤0.01% 1073
2023
Q4
$327K Sell
51,974
-2,750
-5% -$15.9K ﹤0.01% 1052
2023
Q3
$312K Buy
+54,724
New +$331K ﹤0.01% 1051

Other funds holding FAM

Beacon Pointe Advisors's FAM Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2024, closing a stake of 49,271 shares — an estimated $312K sold.

Beacon Pointe Advisors first reported a position in FAM in Q3 2023 and held it in 4 quarters. The position peaked at $336K in Q1 2024. 1 fund tracked by Wall St. Rank holds FAM as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 49,271 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2024, an estimated $312K.
  • Beacon Pointe Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q3 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $336K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.