Baystate Wealth Management’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Baystate Wealth Management’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
2023 Q4	$8.33K	Buy	+506	New	+$7.94K	﹤0.01%	770

Other funds holding FIF

SCM

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q4 2023: 506 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

65 funds tracked by Wall St. Rank hold FIF as of Q4 2023.

Baystate Wealth Management held 506 shares of FIRST TRUST ENERGY INFRASTRUCTURE FUND worth $8.33K as of Q4 2023.
FIRST TRUST ENERGY INFRASTRUCTURE FUND was a new Baystate Wealth Management position in Q4 2023.
FIRST TRUST ENERGY INFRASTRUCTURE FUND made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #770 holding.
65 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q4 2023.

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