SFS
FAM

Sowell Financial Services’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-8,397
Closed -$85K – 2883
2021
Q1 		$85K Buy
+8,397
New +$86.5K ﹤0.01% 1438

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sowell Financial Services's FAM Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q2 2021, closing a stake of 8,397 shares — an estimated $85K sold.

Sowell Financial Services first reported a position in FAM in Q1 2021 and held it in 1 quarter. The position peaked at $85K in Q1 2021. 45 funds tracked by Wall St. Rank hold FAM as of Q2 2021.

  • Sowell Financial Services reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,397 First Trust/abrdn Global Opportunity Income Fund shares in Q2 2021, an estimated $85K.
  • Sowell Financial Services first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's First Trust/abrdn Global Opportunity Income Fund position peaked at $85K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.