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

Rise 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
2023 Q2	–	Sell	-2,395	Closed	-$14.3K	–	812
2023 Q1	$14.3K	Buy	2,395 +54	+2%	+$322	0.01%	305
2022 Q4	$14K	Buy	2,341 +55	+2%	+$310	0.01%	294
2022 Q3	$12K	Buy	2,286 +60	+3%	+$367	0.01%	320
2022 Q2	$13K	Buy	2,226 +60	+3%	+$398	0.01%	307
2022 Q1	$16K	Buy	2,166 +52	+2%	+$437	0.01%	280
2021 Q4	$20.3K	Buy	+2,114	New	+$21.1K	0.02%	247

Other funds holding FAM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rise Advisors's FAM Position: Q2 2023 in Review

Rise Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q2 2023, closing a stake of 2,395 shares — an estimated $14.3K sold.

Rise Advisors first reported a position in FAM in Q4 2021 and held it in 6 quarters. The position peaked at $20.3K in Q4 2021. 34 funds tracked by Wall St. Rank hold FAM as of Q2 2023.

Rise Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 2,395 First Trust/abrdn Global Opportunity Income Fund shares in Q2 2023, an estimated $14.3K.
Rise Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2021 and held it in 6 quarters.
Rise Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $20.3K in Q4 2021.
34 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.