LCWP
FAM

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

Legacy Capital Wealth 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
Q2 		– Sell
-183,772
Closed -$1.07M – 372
2024
Q1 		$1.07M Buy
+183,772
New +$1.17M 0.76% 43

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Capital Wealth Partners's FAM Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q2 2024, closing a stake of 183,772 shares — an estimated $1.07M sold.

Legacy Capital Wealth Partners first reported a position in FAM in Q1 2024 and held it in 1 quarter. The position peaked at $1.07M in Q1 2024. 38 funds tracked by Wall St. Rank hold FAM as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 183,772 First Trust/abrdn Global Opportunity Income Fund shares in Q2 2024, an estimated $1.07M.
  • Legacy Capital Wealth Partners first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's First Trust/abrdn Global Opportunity Income Fund position peaked at $1.07M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.