Cambridge Investment Research Advisors
FEI

Cambridge Investment Research Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q2 		– Sell
-138,903
Closed -$1.34M – 3471
2024
Q1 		$1.34M Sell
138,903
-1,018
-0.7% -$9.01K 0.01% 1530
2023
Q4 		$1.2M Sell
139,921
-2,108
-1% -$17.6K 0.01% 1531
2023
Q3 		$1.12M Sell
142,029
-514
-0.4% -$4.12K 0.01% 1494
2023
Q2 		$1.1M Sell
142,543
-15,830
-10% -$121K 0.01% 1546
2023
Q1 		$1.21M Buy
158,373
+576
+0.4% +$4.54K 0.01% 1449
2022
Q4 		$1.23M Buy
157,797
+10,333
+7% +$80K 0.01% 1369
2022
Q3 		$1.05M Buy
147,464
+3,281
+2% +$26.1K 0.01% 1436
2022
Q2 		$1.11M Buy
144,183
+4,463
+3% +$36.3K 0.01% 1412
2022
Q1 		$1.15M Sell
139,720
-11,621
-8% -$91K 0.01% 1473
2021
Q4 		$1.1M Sell
151,341
-8,610
-5% -$64.3K ﹤0.01% 1518
2021
Q3 		$1.15M Sell
159,951
-7,022
-4% -$51.7K 0.01% 1423
2021
Q2 		$1.32M Buy
166,973
+9,942
+6% +$75.6K 0.01% 1344
2021
Q1 		$1.08M Buy
157,031
+16,050
+11% +$104K 0.01% 1386
2020
Q4 		$819K Sell
140,981
-13,210
-9% -$73.7K ﹤0.01% 1438
2020
Q3 		$715K Buy
154,191
+9,132
+6% +$47.5K ﹤0.01% 1383
2020
Q2 		$814K Buy
145,059
+47,627
+49% +$274K 0.01% 1255
2020
Q1 		$431K Buy
97,432
+4,851
+5% +$46.3K ﹤0.01% 1450
2019
Q4 		$1.1M Sell
92,581
-5,920
-6% -$65.8K 0.01% 1092
2019
Q3 		$1.13M Buy
98,501
+9,346
+10% +$108K 0.01% 1004
2019
Q2 		$1.06M Buy
89,155
+3,028
+4% +$35.5K 0.01% 1000
2019
Q1 		$990K Sell
86,127
-2,359
-3% -$26.5K 0.01% 1045
2018
Q4 		$867K Sell
88,486
-6,799
-7% -$75.4K 0.01% 1012
2018
Q3 		$1.19M Buy
95,285
+13,506
+17% +$175K 0.01% 935
2018
Q2 		$1.07M Buy
81,779
+6,632
+9% +$84.7K 0.01% 938
2018
Q1 		$921K Buy
75,147
+10,005
+15% +$145K 0.01% 978
2017
Q4 		$1.02M Sell
65,142
-25,841
-28% -$378K 0.01% 900
2017
Q3 		$1.39M Buy
90,983
+26,545
+41% +$405K 0.02% 682
2017
Q2 		$994K Buy
64,438
+9,134
+17% +$145K 0.01% 816
2017
Q1 		$904K Buy
55,304
+10,162
+23% +$168K 0.02% 770
2016
Q4 		$729K Buy
45,142
+10,841
+32% +$172K 0.01% 829
2016
Q3 		$568K Buy
34,301
+12,804
+60% +$202K 0.01% 964
2016
Q2 		$336K Buy
21,497
+4,225
+24% +$61.9K 0.01% 1125
2016
Q1 		$235K Buy
+17,272
New +$206K 0.01% 1313

Other funds holding FEI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's FEI Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 138,903 shares — an estimated $1.34M sold.

Cambridge Investment Research Advisors first reported a position in FEI in Q1 2016 and held it in 33 quarters. The position peaked at $1.39M in Q3 2017. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 138,903 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $1.34M.
  • Cambridge Investment Research Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2016 and held it in 33 quarters.
  • Cambridge Investment Research Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $1.39M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.