Boaz Weinstein’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Boaz Weinstein’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
2024 Q2	–	Sell	-386,478	Closed	-$6.32M	–	422
2024 Q1	$6.32M	Hold	386,478	–	–	0.11%	107
2023 Q4	$5.6M	Sell	386,478 -5,155	-1%	-$72.8K	0.11%	139
2023 Q3	$5.15M	Sell	391,633 -44,256	-10%	-$612K	0.12%	141
2023 Q2	$6.07M	Buy	435,889 +314,748	+260%	+$4.07M	0.16%	133
2023 Q1	$1.57M	Buy	+121,141	New	+$1.66M	0.03%	354

Other funds holding FEN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Boaz Weinstein's FEN Position: Q2 2024 in Review

Boaz Weinstein sold out of First Trust Energy Income and Growth Fund (FEN) in Q2 2024, closing a stake of 386,478 shares — an estimated $6.32M sold.

Boaz Weinstein first reported a position in FEN in Q1 2023 and held it in 5 quarters. The position peaked at $6.32M in Q1 2024. 2 funds tracked by Wall St. Rank hold FEN as of Q2 2024.

Boaz Weinstein reported no remaining First Trust Energy Income and Growth Fund position as of Q2 2024 after selling out during the quarter.
Boaz Weinstein sold 386,478 First Trust Energy Income and Growth Fund shares in Q2 2024, an estimated $6.32M.
Boaz Weinstein first reported a position in First Trust Energy Income and Growth Fund in Q1 2023 and held it in 5 quarters.
Boaz Weinstein's First Trust Energy Income and Growth Fund position peaked at $6.32M in Q1 2024.
2 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q2 2024.

Based on Saba Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.