Baystate Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Baystate Wealth 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 Q4	$14.5K	Buy	+1,000	New	+$14.1K	﹤0.01%	639

Other funds holding FEN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

Baystate Wealth Management's FEN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust Energy Income and Growth Fund (FEN) in Q4 2023: 1,000 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

78 funds tracked by Wall St. Rank hold FEN as of Q4 2023.

Baystate Wealth Management held 1,000 shares of First Trust Energy Income and Growth Fund worth $14.5K as of Q4 2023.
First Trust Energy Income and Growth Fund was a new Baystate Wealth Management position in Q4 2023.
First Trust Energy Income and Growth Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #639 holding.
78 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.