CA
FAM

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

Cetera 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
2024
Q1 		$285K Buy
43,250
+27,251
+170% +$173K ﹤0.01% 1975
2023
Q4 		$101K Buy
+15,999
New +$92.8K ﹤0.01% 1699
2014
Q1 		– Sell
-10,014
Closed -$141K – 582
2013
Q4 		$141K Sell
10,014
-1,216
-11% -$17.2K 0.02% 474
2013
Q3 		$163K Buy
+11,230
New +$163K 0.03% 417

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors's FAM Position: Q1 2024 in Review

Cetera Advisors increased its First Trust/abrdn Global Opportunity Income Fund (FAM) stake by 170% in Q1 2024, buying an estimated $173K and bringing the position to 43,250 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Cetera Advisors first reported a position in FAM in Q3 2013 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold FAM as of Q1 2024.

  • Cetera Advisors held 43,250 shares of First Trust/abrdn Global Opportunity Income Fund worth $285K as of Q1 2024.
  • Cetera Advisors bought 27,251 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2024, an estimated $173K.
  • First Trust/abrdn Global Opportunity Income Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1975 holding.
  • Cetera Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q3 2013 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.