AA
FEI

AlphaMark Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

AlphaMark Advisors’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$7K – 749
2022
Q3 		$7K Buy
+1,000
New +$7.96K ﹤0.01% 466

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

AlphaMark Advisors's FEI Position: Q4 2022 in Review

AlphaMark Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2022, closing a stake of 1,000 shares — an estimated $7K sold.

AlphaMark Advisors first reported a position in FEI in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 83 funds tracked by Wall St. Rank hold FEI as of Q4 2022.

  • AlphaMark Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2022 after selling out during the quarter.
  • AlphaMark Advisors sold 1,000 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2022, an estimated $7K.
  • AlphaMark Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2022 and held it in 1 quarter.
  • AlphaMark Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $7K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2022.

Based on AlphaMark Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.