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FAM

First Trust/abrdn Global Opportunity Income Fund
FAM

Delisted

FAM was delisted on the 20th of September, 2024.

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46 hedge funds and large institutions have $36.9M invested in First Trust/abrdn Global Opportunity Income Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 46 → 46 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

42% less capital invested

Capital invested by funds: $63.5M → $36.9M (-$26.6M)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$854K
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$625K
3
LPL Financial
LPL Financial
California
+$491K
4
GC
Guggenheim Capital
Illinois
+$457K
5
Osaic Holdings
Osaic Holdings
Arizona
+$307K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$17.9M
2
SIA
Sit Investment Associates
Minnesota
-$4.92M
3
IA
Icon Advisers
Colorado
-$2.16M
4
SFS
Shaker Financial Services
Virginia
-$872K
5
Wells Fargo
Wells Fargo
California
-$456K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$167K +$31.6K +3,069 +23%
SWM
27
Spire Wealth Management
Virginia
$165K +$170K +16,450 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$161K +$48.5K +4,709 +42%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$153K -$25.1K -2,432 -14%
Bank of America
30
Bank of America
North Carolina
$147K -$6.41K -622 -4%
NGA
31
Naples Global Advisors
Florida
$133K – – –
ASN
32
Advisory Services Network
Georgia
$124K +$128K +12,397 New
CAS
33
Cascadia Advisory Services
Oregon
$122K +$125K +12,150 New
MA
34
MONECO Advisors
Connecticut
$120K +$123K +11,935 New
RFN
35
RDA Financial Network
Iowa
$119K -$17.5K -1,700 -13%
SFS
36
Sowell Financial Services
Arkansas
$85K +$86.5K +8,397 New
CWC
37
Carolinas Wealth Consulting
North Carolina
$65K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$47.1K +$48.4K +4,701 New
WP
39
WealthShield Partners
North Carolina
$37K +$38.1K +3,700 New
HI
40
Harbour Investments
Wisconsin
$29K +$29.6K +2,875 New
AIC
41
Ameritas Investment Company
Nebraska
$25.1K +$25.8K +2,500 New
US Bancorp
42
US Bancorp
Minnesota
$7K -$5.86K -569 -46%
PB
43
Pinnacle Bancorp
Nebraska
$7K – – –
APA
44
American Portfolios Advisors
New York
$5.01K – – –
AWM
45
Avior Wealth Management
Nebraska
$2K +$62 +6 +3%
IA
46
Icon Advisers
Colorado
– -$2.16M -204,996 Closed
APW
47
Aurora Private Wealth
New Jersey
– -$222K -21,075 Closed
WA
48
Winfield Associates
Ohio
– -$166K -15,733 Closed
LCM
49
Landscape Capital Management
New Jersey
– -$120K -11,400 Closed
IFG
50
Independent Financial Group
California
– -$116K -11,021 Closed
1
2
3

FAM Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q1 2021, worth a combined $36.9M — down 42% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FAM positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $854K. The largest seller was Karpus Investment Management, cutting an estimated $17.9M.

  • 46 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $36.9M of First Trust/abrdn Global Opportunity Income Fund stock for Q1 2021, down 42% quarter-over-quarter.
  • 11 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q1 2021 and 10 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q1 2021 was Oxbow Advisors, an estimated $854K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2021.