First Trust/Abrdn Global OppXFAMX

13F holders, Q1 2024 (March 31)
37holders
$6.56avg. 13F price*

At the end of Q1 2024, 37 institutions reported holding First Trust/Abrdn Global Opp (XFAMX) in their 13F filings. The largest holders were Karpus Management, Inc. ($9.3M), Bank of America Corp. ($2.0M) and Rivernorth Capital Management, LLC ($1.9M).

Company
First Trust/Abrdn Global Opp
CUSIP
337319107
Latest filing quarter
Q3 2024

History

Number of 13F holders

010203040 Q1 2024: 37Q1 2024Q2 2024: 38Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$3.4M
Exits3$891K

Ownership 37 holders

Karpus Management, Inc. 0.27% Reduce -2.9% 1,409,992 $9.3M
Bank of America Corp. 0.00% Add +1.6% 299,746 $2.0M
Rivernorth Capital Management, LLC 0.09% Add +200.9% 285,526 $1.9M
Absolute Investment Advisers, LLC 0.21% New 231,222 $1.5M
Wells Fargo & Company 0.00% Add +25.5% 219,837 $1.4M
Fiera Capital Corp 0.00% Add +1.7% 207,552 $1.4M
Legacy Capital Wealth Partners, LLC 0.76% New 183,772 $1.1M
LPL Financial LLC 0.00% Reduce -19.8% 159,607 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +394.9% 158,211 $1.0M
Osaic Holdings, Inc. 0.00% Add +9.2% 115,778 $764K
Morgan Stanley 0.00% Reduce -3.8% 102,487 $676K
Royal Bank of Canada 0.00% Reduce -0.2% 92,311 $609K
UBS Group AG 0.00% Add +3.9% 86,951 $573K
Matisse Capital 0.23% Reduce -1.2% 73,145 $482K
NewEdge Advisors, LLC 0.00% Reduce -18.6% 70,511 $465K
Quarry LP 0.18% New 65,832 $434K
Raymond James & Associates 0.00% Add +9.3% 60,509 $399K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.9% 50,971 $336K
Cetera Investment Advisers 0.00% Add +45.4% 45,736 $302K
Dynamic Advisor Solutions LLC 0.01% Reduce -3.6% 29,227 $193K
Oxbow Advisors, LLC 0.03% No change 27,200 $179K
Yakira Capital Management, Inc. 0.06% New 26,581 $175K
Commonwealth Equity Services, LLC 0.00% Add +12.0% 24,983 $165K
SFI Advisors, LLC 0.12% No change 23,645 $156K
ORG Partners LLC 0.27% New 21,421 $140K
Founders Financial Alliance, LLC 0.04% Add +14.8% 21,038 $139K
Saba Capital Management, L.P. 0.00% No change 20,263 $134K
NWF Advisory Services Inc. 0.02% No change 17,500 $115K
Jane Street Group, LLC 0.00% Add +1.9% 14,094 $93K
Mariner, LLC 0.00% No change 12,150 $80K
Gradient Investments LLC 0.00% No change 11,550 $76K
Wedbush Securities Inc. 0.00% No change 11,484 $76K
Advisory Services Network, LLC 0.00% Reduce -32.5% 11,328 $75K
Capital Investment Advisors, LLC 0.00% Reduce -10.3% 10,350 $68K
CoreCap Advisors, LLC 0.00% New 6,685 $44K
Avior Wealth Management, LLC 0.00% Add +2.8% 333 $2K
Steward Partners Investment Advisory, LLC 0.00% Reduce -41.0% 148 $976

"% of holder's portfolio" is XFAMX's weight in each manager's 13F, not the share of First Trust/Abrdn Global Opp the manager owns.