Sowell Financial Services’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-6	Closed	–	–	3047
2021 Q1	$0	Hold	6	–	–	﹤0.01%	3384
2020 Q4	$0	Hold	6	–	–	﹤0.01%	2914
2020 Q3	$0	Buy	+6	New	+$76	﹤0.01%	2779

Other funds holding FEO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sowell Financial Services sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q2 2021, closing a stake of 6 shares.

Sowell Financial Services first reported a position in FEO in Q3 2020 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 21 funds tracked by Wall St. Rank hold FEO as of Q2 2021.

Sowell Financial Services reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 6 First Trust/abrdn Emerging Opportunity Fund shares in Q2 2021.
Sowell Financial Services first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q3 2020 and held it in 3 quarters.
Sowell Financial Services's First Trust/abrdn Emerging Opportunity Fund position peaked at $0 in Q1 2021.
21 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q2 2021.

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