Atomi Financial Group’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Atomi Financial Group’s Portfolio FIF Stock Details FIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18,985	Closed	-$345K	–	848
2024 Q1	$345K	Sell	18,985 -549	-3%	-$9.15K	0.03%	480
2023 Q4	$322K	Sell	19,534 -192	-1%	-$3.01K	0.04%	394
2023 Q3	$299K	Buy	+19,726	New	+$300K	0.1%	240

Other funds holding FIF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Atomi Financial Group sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q2 2024, closing a stake of 18,985 shares — an estimated $345K sold.

Atomi Financial Group first reported a position in FIF in Q3 2023 and held it in 3 quarters. The position peaked at $345K in Q1 2024. 1 fund tracked by Wall St. Rank holds FIF as of Q2 2024.

Atomi Financial Group reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q2 2024 after selling out during the quarter.
Atomi Financial Group sold 18,985 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q2 2024, an estimated $345K.
Atomi Financial Group first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q3 2023 and held it in 3 quarters.
Atomi Financial Group's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $345K in Q1 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q2 2024.

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