Atria Wealth Solutions’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Atria Wealth Solutions’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	-28,000	Closed	-$271K	–	2098
2024 Q1	$271K	Sell	28,000 -3,000	-10%	-$26.5K	﹤0.01%	1628
2023 Q4	$266K	Buy	31,000 +5,000	+19%	+$41.7K	﹤0.01%	1582
2023 Q3	$206K	Sell	26,000 -500	-2%	-$4.01K	﹤0.01%	1688
2023 Q2	$204K	Buy	26,500 +5,000	+23%	+$38.2K	﹤0.01%	1688
2023 Q1	$164K	Buy	+21,500	New	+$169K	﹤0.01%	1707

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Atria Wealth Solutions's FEI Position: Q2 2024 in Review

Atria Wealth Solutions sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 28,000 shares — an estimated $271K sold.

Atria Wealth Solutions first reported a position in FEI in Q1 2023 and held it in 5 quarters. The position peaked at $271K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Atria Wealth Solutions reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 28,000 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $271K.
Atria Wealth Solutions first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2023 and held it in 5 quarters.
Atria Wealth Solutions's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $271K in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.