Clough Capital Partners’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Clough Capital Partners’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	–	Sell	-124,590	Closed	-$784K	–	193
2023 Q4	$784K	Buy	+124,590	New	+$722K	0.09%	123
2020 Q4	–	Sell	-38,387	Closed	-$367K	–	153
2020 Q3	$367K	Hold	38,387	–	–	0.03%	109
2020 Q2	$381K	Sell	38,387 -4,360	-10%	-$40.9K	0.04%	119
2020 Q1	$376K	Buy	42,747 +21,147	+98%	+$227K	0.04%	97
2019 Q4	$242K	Buy	+21,600	New	+$237K	0.02%	111
2017 Q3	–	Sell	-13,838	Closed	-$161K	–	145
2017 Q2	$161K	Sell	13,838 -35,968	-72%	-$426K	0.01%	130
2017 Q1	$579K	Buy	+49,806	New	+$566K	0.04%	121
2015 Q4	–	Sell	-20,200	Closed	-$196K	–	235
2015 Q3	$196K	Hold	20,200	–	–	0.01%	172
2015 Q2	$221K	Buy	+20,200	New	+$231K	0.01%	175

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Clough Capital Partners's FAM Position: Q1 2024 in Review

Clough Capital Partners sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2024, closing a stake of 124,590 shares — an estimated $784K sold.

Clough Capital Partners first reported a position in FAM in Q2 2015 and held it in 9 quarters. The position peaked at $784K in Q4 2023. 38 funds tracked by Wall St. Rank hold FAM as of Q1 2024.

Clough Capital Partners reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2024 after selling out during the quarter.
Clough Capital Partners sold 124,590 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2024, an estimated $784K.
Clough Capital Partners first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q2 2015 and held it in 9 quarters.
Clough Capital Partners's First Trust/abrdn Global Opportunity Income Fund position peaked at $784K in Q4 2023.
38 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.