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

Spire 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	-9,413	Closed	-$56K	–	2618
2022 Q4	$56K	Buy	9,413 +2,277	+32%	+$12.8K	﹤0.01%	947
2022 Q3	$39K	Sell	7,136 -1,814	-20%	-$11.1K	﹤0.01%	1053
2022 Q2	$54K	Sell	8,950 -9,119	-50%	-$60.4K	﹤0.01%	1262
2022 Q1	$135K	Buy	18,069 +434	+2%	+$3.65K	﹤0.01%	1063
2021 Q4	$170K	Buy	17,635 +391	+2%	+$3.9K	﹤0.01%	1164
2021 Q3	$175K	Buy	17,244 +399	+2%	+$4.06K	﹤0.01%	973
2021 Q2	$172K	Buy	16,845 +395	+2%	+$3.98K	﹤0.01%	989
2021 Q1	$165K	Buy	+16,450	New	+$170K	﹤0.01%	1155

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

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

Spire Wealth Management sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2023, closing a stake of 9,413 shares — an estimated $56K sold.

Spire Wealth Management first reported a position in FAM in Q1 2021 and held it in 8 quarters. The position peaked at $175K in Q3 2021. 35 funds tracked by Wall St. Rank hold FAM as of Q1 2023.

Spire Wealth Management reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 9,413 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2023, an estimated $56K.
Spire Wealth Management first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's First Trust/abrdn Global Opportunity Income Fund position peaked at $175K in Q3 2021.
35 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.