KAS
FAM

Kestra Advisory Services’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Kestra Advisory Services’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
2022
Q3 		– Sell
-13,186
Closed -$80K – 2264
2022
Q2 		$80K Sell
13,186
-8,089
-38% -$53.6K ﹤0.01% 2005
2022
Q1 		$159K Buy
+21,275
New +$179K ﹤0.01% 1893

Other funds holding FAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's FAM Position: Q3 2022 in Review

Kestra Advisory Services sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2022, closing a stake of 13,186 shares — an estimated $80K sold.

Kestra Advisory Services first reported a position in FAM in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q1 2022. 33 funds tracked by Wall St. Rank hold FAM as of Q3 2022.

  • Kestra Advisory Services reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 13,186 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2022, an estimated $80K.
  • Kestra Advisory Services first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2022 and held it in 2 quarters.
  • Kestra Advisory Services's First Trust/abrdn Global Opportunity Income Fund position peaked at $159K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.