AGM
FEN

Alpine Global Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Alpine Global Management’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
2023
Q1 		– Sell
-12,788
Closed -$181K – 476
2022
Q4 		$181K Buy
+12,788
New +$189K 0.06% 111

Other funds holding FEN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Alpine Global Management's FEN Position: Q1 2023 in Review

Alpine Global Management sold out of First Trust Energy Income and Growth Fund (FEN) in Q1 2023, closing a stake of 12,788 shares — an estimated $181K sold.

Alpine Global Management first reported a position in FEN in Q4 2022 and held it in 1 quarter. The position peaked at $181K in Q4 2022. 69 funds tracked by Wall St. Rank hold FEN as of Q1 2023.

  • Alpine Global Management reported no remaining First Trust Energy Income and Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Alpine Global Management sold 12,788 First Trust Energy Income and Growth Fund shares in Q1 2023, an estimated $181K.
  • Alpine Global Management first reported a position in First Trust Energy Income and Growth Fund in Q4 2022 and held it in 1 quarter.
  • Alpine Global Management's First Trust Energy Income and Growth Fund position peaked at $181K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q1 2023.

Based on Alpine Global Management's 13F filing for Q1 2023, filed 15 May 2023.