DI
FIF

Disciplined Investments’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Disciplined Investments’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
2022
Q3 		– Sell
-457
Closed -$7K – 1694
2022
Q2 		$7K Hold
457
– – ﹤0.01% 412
2022
Q1 		$7K Buy
+457
New +$6.43K ﹤0.01% 422
2020
Q4 		– Sell
-2
Closed – – 424
2020
Q3 		$0 Buy
+2
New +$20 ﹤0.01% 453

Other funds holding FIF

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Disciplined Investments's FIF Position: Q3 2022 in Review

Disciplined Investments sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q3 2022, closing a stake of 457 shares — an estimated $7K sold.

Disciplined Investments first reported a position in FIF in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 53 funds tracked by Wall St. Rank hold FIF as of Q3 2022.

  • Disciplined Investments reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 457 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2022, an estimated $7K.
  • Disciplined Investments first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q3 2020 and held it in 3 quarters.
  • Disciplined Investments's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $7K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.