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First Trust/Abrdn Emerging Opportunity Fund

FEODelisted Dec 6, 2022

First Trust/Abrdn Emerging Opportunity Fund was delisted on Dec 6, 2022; its insiders filed their last Form 4 on Aug 15, 2022; 18 institutions reported holding it in 13F filings for Q3 2022, worth $15.0M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in First Trust/Abrdn Emerging Opportunity Fund as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

FEO is no longer listed, and 13F filings after Q3 2022 list far fewer holders. See Q3 2022

Institutional holders
0
−18 vs. Q3 2022
Shares held
0
−1.68M (−100.0%) vs. Q3 2022
Total value
$0
−$15.0M (−100.0%) vs. Q3 2022
New holders
0
0 more added
Sold out
18
0 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 0 institutions
Q1 2021: 25 institutionsQ2 2021: 21 institutionsQ3 2021: 19 institutionsQ4 2021: 19 institutionsQ1 2022: 18 institutionsQ2 2022: 22 institutionsQ3 2022: 18 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $0
Q1 2021: $23.3MQ2 2021: $21.9MQ3 2021: $20.5MQ4 2021: $17.7MQ1 2022: $14.5MQ2 2022: $14.1MQ3 2022: $15.0MQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding FEO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 202218$15.0M
Q2 202222$14.1M
Q1 202218$14.5M
Q4 202119$17.7M
Q3 202119$20.5M
Q2 202121$21.9M
Q1 202125$23.3M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding First Trust/Abrdn Emerging Opportunity Fund; share changes are against Q3 2022.

Institutions holding FEO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC0$00.00%−656,095−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−516,375−100.0%Sold out
Clough Capital Partners L P0$00.00%−185,834−100.0%Sold out
CSS LLC0$00.00%−90,912−100.0%Sold out
Private Advisor Group, LLC0$00.00%−54,188−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−44,924−100.0%Sold out
Morgan Stanley0$00.00%−42,357−100.0%Sold out
Wells Fargo & Company0$00.00%−19,736−100.0%Sold out
Royal Bank of Canada0$00.00%−16,518−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−15,673−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−13,000−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−12,499−100.0%Sold out
UBS Group AG0$00.00%−5,274−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−4,997−100.0%Sold out
Castle Wealth Management LLC0$00.00%−2,000−100.0%Sold out
CWM, LLC0$00.00%−1,483−100.0%Sold out
Parallel Advisors, LLC0$00.00%−203−100.0%Sold out
Bank of America Corp0$00.00%−55−100.0%Sold out