CAM
FEN

Cresset Asset Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Cresset Asset Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,450
Closed -$236K – 2075
2024
Q1 		$236K Buy
14,450
+1,750
+14% +$28.6K ﹤0.01% 1675
2023
Q4 		$184K Hold
12,700
– – ﹤0.01% 1685
2023
Q3 		$167K Hold
12,700
– – ﹤0.01% 1622
2023
Q2 		$177K Buy
+12,700
New +$177K ﹤0.01% 1624