6M
FEN

6 Meridian’s First Trust Energy Income and Growth Fund FEN Stock Holding History

6 Meridian’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-93,179
Closed -$844K – 324
2020
Q3 		$844K Buy
+93,179
New +$928K 0.09% 123
2018
Q1 		– Sell
-24,492
Closed -$649K – 510
2017
Q4 		$649K Buy
+24,492
New +$573K 0.08% 145

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

6 Meridian's FEN Position: Q4 2020 in Review

6 Meridian sold out of First Trust Energy Income and Growth Fund (FEN) in Q4 2020, closing a stake of 93,179 shares — an estimated $844K sold.

6 Meridian first reported a position in FEN in Q4 2017 and held it in 2 quarters. The position peaked at $844K in Q3 2020. 63 funds tracked by Wall St. Rank hold FEN as of Q4 2020.

  • 6 Meridian reported no remaining First Trust Energy Income and Growth Fund position as of Q4 2020 after selling out during the quarter.
  • 6 Meridian sold 93,179 First Trust Energy Income and Growth Fund shares in Q4 2020, an estimated $844K.
  • 6 Meridian first reported a position in First Trust Energy Income and Growth Fund in Q4 2017 and held it in 2 quarters.
  • 6 Meridian's First Trust Energy Income and Growth Fund position peaked at $844K in Q3 2020.
  • 63 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2020.

Based on 6 Meridian's 13F filing for Q4 2020, filed 14 Jan 2021.