RIA
FAM

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

Realta Investment 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
2020
Q1 		– Sell
-1,353
Closed -$15K – 1460
2019
Q4 		$15K Hold
1,353
– – ﹤0.01% 1031
2019
Q3 		$14K Hold
1,353
– – ﹤0.01% 1034
2019
Q2 		$14K Buy
+1,353
New +$13.5K ﹤0.01% 1057

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's FAM Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2020, closing a stake of 1,353 shares — an estimated $15K sold.

Realta Investment Advisors first reported a position in FAM in Q2 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 45 funds tracked by Wall St. Rank hold FAM as of Q1 2020.

  • Realta Investment Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,353 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2020, an estimated $15K.
  • Realta Investment Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $15K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.