Belpointe Asset Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-660	Closed	-$5.04K	–	3588
2023 Q1	$5.04K	Hold	660	–	–	﹤0.01%	3014
2022 Q4	$5.16K	Buy	+660	New	+$5.11K	﹤0.01%	2915

Other funds holding FEI

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

SCM

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

AAM

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

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

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

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's FEI Position: Q2 2023 in Review

Belpointe Asset Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2023, closing a stake of 660 shares — an estimated $5.04K sold.

Belpointe Asset Management first reported a position in FEI in Q4 2022 and held it in 2 quarters. The position peaked at $5.16K in Q4 2022. 84 funds tracked by Wall St. Rank hold FEI as of Q2 2023.

Belpointe Asset Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 660 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2023, an estimated $5.04K.
Belpointe Asset Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $5.16K in Q4 2022.
84 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.