SPIA
FAM

Steward Partners Investment Advisory’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-148
Closed -$938 – 3868
2024
Q2 		$938 Hold
148
– – ﹤0.01% 3400
2024
Q1 		$976 Sell
148
-103
-41% -$655 ﹤0.01% 3378
2023
Q4 		$1.58K Hold
251
– – ﹤0.01% 3246
2023
Q3 		$1.43K Sell
251
-47
-16% -$284 ﹤0.01% 3140
2023
Q2 		$1.85K Sell
298
-196
-40% -$1.17K ﹤0.01% 3037
2023
Q1 		$2.96K Hold
494
– – ﹤0.01% 2941
2022
Q4 		$2.96K Sell
494
-5,484
-92% -$30.9K ﹤0.01% 2930
2022
Q3 		$33K Sell
5,978
-2,510
-30% -$15.3K ﹤0.01% 1993
2022
Q2 		$51K Sell
8,488
-5,314
-39% -$35.2K ﹤0.01% 1803
2022
Q1 		$103K Sell
13,802
-263
-2% -$2.21K ﹤0.01% 1600
2021
Q4 		$135K Buy
14,065
+375
+3% +$3.74K ﹤0.01% 1467
2021
Q3 		$139K Buy
13,690
+857
+7% +$8.72K ﹤0.01% 1425
2021
Q2 		$131K Buy
12,833
+8,132
+173% +$82K ﹤0.01% 1897
2021
Q1 		$47.1K Buy
+4,701
New +$48.4K ﹤0.01% 2016

Other funds holding FAM

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Steward Partners Investment Advisory's FAM Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2024, closing a stake of 148 shares — an estimated $938 sold.

Steward Partners Investment Advisory first reported a position in FAM in Q1 2021 and held it in 14 quarters. The position peaked at $139K in Q3 2021. 1 fund tracked by Wall St. Rank holds FAM as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 148 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2024, an estimated $938.
  • Steward Partners Investment Advisory first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2021 and held it in 14 quarters.
  • Steward Partners Investment Advisory's First Trust/abrdn Global Opportunity Income Fund position peaked at $139K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.