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First Trust/Abrdn Global Opportunity Income Fund

FAMDelisted Sep 23, 2024

First Trust/Abrdn Global Opportunity Income Fund was delisted on Sep 23, 2024; its insiders filed their last Form 4 on Dec 29, 2021; 38 institutions reported holding it in 13F filings for Q2 2024, worth $25.0M in total; no superinvestor held it.

Q4 2022 vs. Q3 2022

How the institutions holding First Trust/Abrdn Global Opportunity Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of FAM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders33139+7
Shares2.21M5002.91M+709.1K (+32.2%)
Value$12.0M$2.73K$17.5M+$5.45M (+45.2%)

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (10)

Institutions that held First Trust/Abrdn Global Opportunity Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to FAM in Q4 2022
InstitutionSharesValue% of portfolio
Matisse Capital187,356$1.12M1.00%
Envestnet Asset Management Inc163,670$982.0K0.00%
Thomas J. Herzfeld Advisors, Inc.133,191$799.1K0.33%
Saba Capital Management, L.P.67,506$405.0K0.01%
Susquehanna International Group, LLP32,297$193.8K0.00%
Landscape Capital Management, L.L.C.11,694$70.2K0.01%
CoreCap Advisors, LLC9,655$57.9K0.00%
U.S. Capital Wealth Advisors, LLC4,000$24.0K0.00%
Tower Research Capital LLC (TRC)130$1.00K0.00%
Hollencrest Capital Management101$6060.00%

Sold out (3)

Institutions that held First Trust/Abrdn Global Opportunity Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of FAM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Shaker Financial Services, LLC38,972$213.0K
Wolverine Asset Management LLC24,001$131.0K
Oppenheimer & Co Inc23,428$128.0K

Not filed for Q4 2022 yet (1)

Institutions that held First Trust/Abrdn Global Opportunity Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FAM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
American Portfolios Advisors500$2.73K