SeaCrest Wealth Management’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-20,996	Closed	-$126K	–	674
2022 Q4	$126K	Hold	20,996	–	–	0.02%	603
2022 Q3	$115K	Hold	20,996	–	–	0.02%	593
2022 Q2	$127K	Sell	20,996 -1,268	-6%	-$8.4K	0.02%	766
2022 Q1	$166K	Buy	22,264 +11,376	+104%	+$95.7K	0.02%	676
2021 Q4	$105K	Sell	10,888 -547	-5%	-$5.46K	0.01%	683
2021 Q3	$116K	Sell	11,435 -2,758	-19%	-$28.1K	0.01%	652
2021 Q2	$145K	Buy	+14,193	New	+$143K	0.02%	663

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 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

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

SeaCrest Wealth Management's FAM Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2023, closing a stake of 20,996 shares — an estimated $126K sold.

SeaCrest Wealth Management first reported a position in FAM in Q2 2021 and held it in 7 quarters. The position peaked at $166K in Q1 2022. 35 funds tracked by Wall St. Rank hold FAM as of Q1 2023.

SeaCrest Wealth Management reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 20,996 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2023, an estimated $126K.
SeaCrest Wealth Management first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q2 2021 and held it in 7 quarters.
SeaCrest Wealth Management's First Trust/abrdn Global Opportunity Income Fund position peaked at $166K in Q1 2022.
35 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.