BRWA
FEI

B. Riley Wealth Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

B. Riley Wealth 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
2024
Q2 		– Sell
-14,946
Closed -$118K – 1633
2024
Q1 		$118K Buy
14,946
+1,022
+7% +$9.04K ﹤0.01% 1338
2023
Q4 		$119K Sell
13,924
-1,022
-7% -$8.53K ﹤0.01% 1313
2023
Q3 		$118K Sell
14,946
-920
-6% -$7.37K ﹤0.01% 1338
2023
Q2 		$122K Buy
15,866
+57
+0.4% +$435 ﹤0.01% 1414
2023
Q1 		$121K Sell
15,809
-5,225
-25% -$41.2K ﹤0.01% 1363
2022
Q4 		$164K Buy
21,034
+6,377
+44% +$49.4K ﹤0.01% 1300
2022
Q3 		$105K Buy
14,657
+3,540
+32% +$28.2K ﹤0.01% 1320
2022
Q2 		$86K Buy
+11,117
New +$90.5K ﹤0.01% 1142

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

B. Riley Wealth Advisors's FEI Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 14,946 shares — an estimated $118K sold.

B. Riley Wealth Advisors first reported a position in FEI in Q2 2022 and held it in 8 quarters. The position peaked at $164K in Q4 2022. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,946 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $118K.
  • B. Riley Wealth Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2022 and held it in 8 quarters.
  • B. Riley Wealth Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $164K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.