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FEO

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

NewEdge 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
2022
Q3 		– Sell
-55,700
Closed -$490K – 1688
2022
Q2 		$490K Buy
55,700
+5,200
+10% +$48.7K 0.01% 991
2022
Q1 		$520K Buy
50,500
+16,000
+46% +$193K 0.01% 842
2021
Q4 		$455K Buy
+34,500
New +$486K 0.01% 1123

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

NewEdge Advisors's FEO Position: Q3 2022 in Review

NewEdge Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2022, closing a stake of 55,700 shares — an estimated $490K sold.

NewEdge Advisors first reported a position in FEO in Q4 2021 and held it in 3 quarters. The position peaked at $520K in Q1 2022. 18 funds tracked by Wall St. Rank hold FEO as of Q3 2022.

  • NewEdge Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • NewEdge Advisors sold 55,700 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2022, an estimated $490K.
  • NewEdge Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q4 2021 and held it in 3 quarters.
  • NewEdge Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $520K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2022.

Based on NewEdge Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.