Cardan Capital Partners’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Cardan Capital Partners’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
2018 Q4	–	Sell	-11,127	Closed	-$175K	–	205
2018 Q3	$175K	Sell	11,127 -16,777	-60%	-$274K	0.03%	175
2018 Q2	$459K	Buy	27,904 +2,332	+9%	+$37K	0.08%	125
2018 Q1	$384K	Buy	25,572 +13,135	+106%	+$224K	0.06%	137
2017 Q4	$222K	Buy	12,437 +940	+8%	+$17.1K	0.04%	117
2017 Q3	$216K	Buy	11,497 +646	+6%	+$11.8K	0.04%	114
2017 Q2	$204K	Buy	10,851 +302	+3%	+$5.63K	0.04%	124
2017 Q1	$204K	Sell	10,549 -7,485	-42%	-$141K	0.04%	118
2016 Q4	$325K	Hold	18,034	–	–	0.07%	89
2016 Q3	$346K	Buy	18,034 +1,017	+6%	+$18.1K	0.08%	83
2016 Q2	$297K	Sell	17,017 -2,755	-14%	-$45K	0.07%	85
2016 Q1	$305K	Buy	+19,772	New	+$276K	0.08%	78

Other funds holding FIF

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

PAIM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

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

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Cardan Capital Partners's FIF Position: Q4 2018 in Review

Cardan Capital Partners sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q4 2018, closing a stake of 11,127 shares — an estimated $175K sold.

Cardan Capital Partners first reported a position in FIF in Q1 2016 and held it in 11 quarters. The position peaked at $459K in Q2 2018. 44 funds tracked by Wall St. Rank hold FIF as of Q4 2018.

Cardan Capital Partners reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q4 2018 after selling out during the quarter.
Cardan Capital Partners sold 11,127 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q4 2018, an estimated $175K.
Cardan Capital Partners first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2016 and held it in 11 quarters.
Cardan Capital Partners's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $459K in Q2 2018.
44 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q4 2018.

Based on Cardan Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.