AFG
FEI

Atomi Financial Group’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Atomi Financial Group’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
2024
Q2 		– Sell
-35,543
Closed -$344K – 846
2024
Q1 		$344K Sell
35,543
-882
-2% -$7.8K 0.03% 482
2023
Q4 		$312K Sell
36,425
-296
-0.8% -$2.47K 0.04% 404
2023
Q3 		$290K Buy
+36,721
New +$294K 0.1% 247

Other funds holding FEI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group's FEI Position: Q2 2024 in Review

Atomi Financial Group sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 35,543 shares — an estimated $344K sold.

Atomi Financial Group first reported a position in FEI in Q3 2023 and held it in 3 quarters. The position peaked at $344K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Atomi Financial Group reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 35,543 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $344K.
  • Atomi Financial Group first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2023 and held it in 3 quarters.
  • Atomi Financial Group's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $344K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.