MA
FAM

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

MONECO 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
2021
Q4 		– Sell
-11,280
Closed -$114K – 275
2021
Q3 		$114K Sell
11,280
-670
-6% -$6.82K 0.05% 249
2021
Q2 		$122K Buy
11,950
+15
+0.1% +$151 0.06% 216
2021
Q1 		$120K Buy
+11,935
New +$123K 0.06% 213

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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors's FAM Position: Q4 2021 in Review

MONECO Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q4 2021, closing a stake of 11,280 shares — an estimated $114K sold.

MONECO Advisors first reported a position in FAM in Q1 2021 and held it in 3 quarters. The position peaked at $122K in Q2 2021. 32 funds tracked by Wall St. Rank hold FAM as of Q4 2021.

  • MONECO Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q4 2021 after selling out during the quarter.
  • MONECO Advisors sold 11,280 First Trust/abrdn Global Opportunity Income Fund shares in Q4 2021, an estimated $114K.
  • MONECO Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2021 and held it in 3 quarters.
  • MONECO Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $122K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q4 2021.

Based on MONECO Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.