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

IFP 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
2019 Q1	$25K	Hold	2,500	–	–	﹤0.01%	1256
2018 Q4	$23K	Sell	2,500 -1,250	-33%	-$11.5K	﹤0.01%	2058
2018 Q3	$36K	Hold	3,750	–	–	﹤0.01%	2091
2018 Q2	$38K	Hold	3,750	–	–	﹤0.01%	2086
2018 Q1	$44K	Hold	3,750	–	–	﹤0.01%	1897
2017 Q4	$44K	Sell	3,750 -220	-6%	-$2.52K	﹤0.01%	1918
2017 Q3	$47K	Hold	3,970	–	–	﹤0.01%	2032
2017 Q2	$46K	Hold	3,970	–	–	﹤0.01%	2021
2017 Q1	$46K	Hold	3,970	–	–	﹤0.01%	1983
2016 Q4	$44K	Hold	3,970	–	–	﹤0.01%	1974
2016 Q3	$47K	Hold	3,970	–	–	﹤0.01%	1861
2016 Q2	$45K	Buy	3,970 +1,470	+59%	+$16.2K	﹤0.01%	1838
2016 Q1	$25K	Hold	2,500	–	–	﹤0.01%	1255
2015 Q4	$25K	Buy	+2,500	New	+$25.3K	﹤0.01%	2044

Other funds holding FAM

KIM

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

IFP Advisors's FAM Position: Q1 2019 in Review

IFP Advisors held its First Trust/abrdn Global Opportunity Income Fund (FAM) position steady in Q1 2019 at 2,500 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

IFP Advisors first reported a position in FAM in Q4 2015 and has held it in 14 quarters since. The position peaked at $47K in Q3 2017. 43 funds tracked by Wall St. Rank hold FAM as of Q1 2019.

IFP Advisors held 2,500 shares of First Trust/abrdn Global Opportunity Income Fund worth $25K as of Q1 2019.
IFP Advisors left its First Trust/abrdn Global Opportunity Income Fund share count unchanged in Q1 2019.
First Trust/abrdn Global Opportunity Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1256 holding.
IFP Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $47K in Q3 2017.
43 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.