IFP Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

IFP Advisors’s Portfolio FEO Stock Details FEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-327	Closed	-$4K	–	3646
2018 Q4	$4K	Sell	327 -760	-70%	-$9.45K	﹤0.01%	2979
2018 Q3	$14K	Sell	1,087 -100	-8%	-$1.35K	﹤0.01%	2677
2018 Q2	$16K	Hold	1,187	–	–	﹤0.01%	2622
2018 Q1	$19K	Hold	1,187	–	–	﹤0.01%	2423
2017 Q4	$19K	Hold	1,187	–	–	﹤0.01%	2459
2017 Q3	$20K	Hold	1,187	–	–	﹤0.01%	2600
2017 Q2	$19K	Hold	1,187	–	–	﹤0.01%	2628
2017 Q1	$18K	Hold	1,187	–	–	﹤0.01%	2577
2016 Q4	$16K	Hold	1,187	–	–	﹤0.01%	2627
2016 Q3	$18K	Sell	1,187 -3,800	-76%	-$58.2K	﹤0.01%	2486
2016 Q2	$73K	Buy	+4,987	New	+$70.9K	﹤0.01%	1538
2016 Q1	–	Sell	-4,077	Closed	-$53K	–	3639
2015 Q4	$53K	Buy	+4,077	New	+$55.7K	﹤0.01%	1589

Other funds holding FEO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's FEO Position: Q1 2019 in Review

IFP Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q1 2019, closing a stake of 327 shares — an estimated $4K sold.

IFP Advisors first reported a position in FEO in Q4 2015 and held it in 12 quarters. The position peaked at $73K in Q2 2016. 24 funds tracked by Wall St. Rank hold FEO as of Q1 2019.

IFP Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 327 First Trust/abrdn Emerging Opportunity Fund shares in Q1 2019, an estimated $4K.
IFP Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $73K in Q2 2016.
24 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q1 2019.

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