Custom Index Systems’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Custom Index Systems’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	-13,837	Closed	-$134K	–	312
2024 Q1	$134K	Sell	13,837 -4,233	-23%	-$37.5K	0.08%	243
2023 Q4	$155K	Buy	+18,070	New	+$151K	0.1%	234

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

Custom Index Systems's FEI Position: Q2 2024 in Review

Custom Index Systems sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 13,837 shares — an estimated $134K sold.

Custom Index Systems first reported a position in FEI in Q4 2023 and held it in 2 quarters. The position peaked at $155K in Q4 2023. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Custom Index Systems reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Custom Index Systems sold 13,837 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $134K.
Custom Index Systems first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2023 and held it in 2 quarters.
Custom Index Systems's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $155K in Q4 2023.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.