Clear Point Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Clear Point 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	-286	Closed	-$2.77K	–	596
2024 Q1	$2.77K	Buy	286 +4	+1%	+$35	﹤0.01%	416
2023 Q4	$2.41K	Buy	+282	New	+$2.35K	﹤0.01%	410

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Point Advisors's FEI Position: Q2 2024 in Review

Clear Point Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 286 shares — an estimated $2.77K sold.

Clear Point Advisors first reported a position in FEI in Q4 2023 and held it in 2 quarters. The position peaked at $2.77K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Clear Point Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Clear Point Advisors sold 286 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $2.77K.
Clear Point Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2023 and held it in 2 quarters.
Clear Point Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2.77K in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Clear Point Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.