Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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BWA
FEN
BDO Wealth Advisors’s
First Trust Energy Income and Growth Fund
FEN
Stock Holding History
BDO Wealth Advisors’s Portfolio
FEN Stock Details
FEN Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$245K
Sell
2023
Q1
$249K
Sell
2022
Q4
$320K
Sell
2022
Q3
$376K
Sell
2022
Q2
$428K
Sell
2022
Q1
$460K
Sell
2021
Q4
$393K
Sell
2021
Q3
$404K
Sell
2021
Q2
$444K
Sell
2021
Q1
$412K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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