Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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EWM
FEN
Edge Wealth Management’s
First Trust Energy Income and Growth Fund
FEN
Stock Holding History
Edge Wealth Management’s Portfolio
FEN Stock Details
FEN Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
2019
Q4
$2K
Sell
2019
Q3
$62K
Sell
2019
Q2
$692K
Sell
2019
Q1
$692K
Buy
2018
Q4
$594K
Sell
2018
Q3
$1.05M
Sell
2018
Q2
$1.13M
Hold
2018
Q1
$1.07M
Sell
2017
Q4
$1.37M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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