USCWA
FAM

U.S. Capital Wealth Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

U.S. Capital Wealth Advisors’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
-4,000
Closed -$24K – 1578
2022
Q4 		$24K Buy
+4,000
New +$22.5K ﹤0.01% 1068

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's FAM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2023, closing a stake of 4,000 shares — an estimated $24K sold.

U.S. Capital Wealth Advisors first reported a position in FAM in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 35 funds tracked by Wall St. Rank hold FAM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 4,000 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2023, an estimated $24K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $24K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.