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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

35 hedge funds and large institutions have $16.1M invested in First Trust/abrdn Global Opportunity Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

9% more funds holding

Funds holding: 3235 (+3)

16% less capital invested

Capital invested by funds: $19.2M → $16.1M (-$3.08M)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.1M +$307K +36,458 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.65M -$6.87K -817 -0.5%
Ameriprise
3
Ameriprise
Minnesota
$1.65M +$111K +13,155 +6%
OA
4
Oxbow Advisors
Texas
$1.43M -$106K -12,584 -6%
NA
5
NewEdge Advisors
Louisiana
$1.26M +$161K +19,100 +13%
GC
6
Guggenheim Capital
Illinois
$1.23M -$210K -24,927 -13%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.16M +$469K +55,817 +56%
UBS Group
8
UBS Group
Switzerland
$815K -$11.3K -1,345 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$720K -$59.4K -7,060 -7%
Wells Fargo
10
Wells Fargo
California
$365K -$50.3K -5,978 -11%
Morgan Stanley
11
Morgan Stanley
New York
$229K -$4.33K -515 -2%
DAS
12
Dynamic Advisor Solutions
Arizona
$215K +$26.2K +3,109 +12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$176K +$37.4K +4,446 +23%
OC
14
Oppenheimer & Co
New York
$173K +$1.03K +123 +0.5%
WAM
15
Wolverine Asset Management
Illinois
$173K +$196K +23,285 New
BRWA
16
B. Riley Wealth Advisors
Florida
$167K -$8.41K -1,000 -4%
SWM
17
SeaCrest Wealth Management
New York
$166K +$95.7K +11,376 +104%
CIA
18
Capital Investment Advisors
Georgia
$159K -$12.6K -1,499 -7%
KAS
19
Kestra Advisory Services
Texas
$159K +$179K +21,275 New
Bank of America
20
Bank of America
North Carolina
$139K +$32.1K +3,817 +26%
SWM
21
Spire Wealth Management
Virginia
$135K +$3.65K +434 +2%
HH
22
Hilltop Holdings
Texas
$130K +$18.5K +2,200 +15%
ASN
23
Advisory Services Network
Georgia
$124K +$25.1K +2,985 +22%
FFA
24
Founders Financial Alliance
North Carolina
$104K +$117K +13,873 New
SPIA
25
Steward Partners Investment Advisory
New York
$103K -$2.21K -263 -2%

FAM Hedge Fund Activity: Q1 2022 in Review

35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q1 2022, worth a combined $16.1M — down 16% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FAM positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $469K. The largest seller was Concourse Financial Group Securities, exiting entirely with an estimated $228K sold.

  • 35 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q1 2022, up from 32 in Q4 2021.
  • Funds reported $16.1M of First Trust/abrdn Global Opportunity Income Fund stock for Q1 2022, down 16% quarter-over-quarter.
  • 6 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q1 2022 was Fiera Capital (Canada), an estimated $469K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q1 2022 was Concourse Financial Group Securities, an estimated $228K sold.

Based on aggregated 13F filings for Q1 2022.