MAFM
FEO

Mid Atlantic Financial Management’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$319K Buy
22,000
+8,200
+59% +$121K 0.02% 636
2021
Q2 		$208K Buy
+13,800
New +$207K 0.01% 833

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Mid Atlantic Financial Management's FEO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust/abrdn Emerging Opportunity Fund (FEO) stake by 59% in Q3 2021, buying an estimated $121K and bringing the position to 22,000 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #636.

Mid Atlantic Financial Management first reported a position in FEO in Q2 2021 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold FEO as of Q3 2021.

  • Mid Atlantic Financial Management held 22,000 shares of First Trust/abrdn Emerging Opportunity Fund worth $319K as of Q3 2021.
  • Mid Atlantic Financial Management bought 8,200 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2021, an estimated $121K.
  • First Trust/abrdn Emerging Opportunity Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #636 holding.
  • Mid Atlantic Financial Management first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2021 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.