Clearview Wealth Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-92	Closed	-$1.29K	–	689
2023 Q2	$1.29K	Sell	92 -31	-25%	-$401	﹤0.01%	576
2023 Q1	$1.6K	Hold	123	–	–	﹤0.01%	541
2022 Q4	$1.75K	Hold	123	–	–	﹤0.01%	490
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	509
2022 Q2	$2K	Hold	123	–	–	﹤0.01%	515
2022 Q1	$2K	Hold	123	–	–	﹤0.01%	546
2021 Q4	$2K	Sell	123 -62	-34%	-$872	﹤0.01%	603
2021 Q3	$3K	Buy	185 +1	+0.5%	+$14	﹤0.01%	567
2021 Q2	$3K	Buy	184 +4	+2%	+$57	﹤0.01%	559
2021 Q1	$2K	Buy	180 +4	+2%	+$49	﹤0.01%	561
2020 Q4	$2K	Buy	+176	New	+$1.82K	﹤0.01%	520

Other funds holding FEN

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AAM

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

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Clearview Wealth Advisors's FEN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2023, closing a stake of 92 shares — an estimated $1.29K sold.

Clearview Wealth Advisors first reported a position in FEN in Q4 2020 and held it in 11 quarters. The position peaked at $3K in Q3 2021. 72 funds tracked by Wall St. Rank hold FEN as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 92 First Trust Energy Income and Growth Fund shares in Q3 2023, an estimated $1.29K.
Clearview Wealth Advisors first reported a position in First Trust Energy Income and Growth Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Energy Income and Growth Fund position peaked at $3K in Q3 2021.
72 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.