EWM
FEI

EPG Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,437
Closed -$6K – 813
2020
Q1 		$6K Buy
+1,437
New +$13.7K ﹤0.01% 575

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

EPG Wealth Management's FEI Position: Q2 2020 in Review

EPG Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2020, closing a stake of 1,437 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in FEI in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 69 funds tracked by Wall St. Rank hold FEI as of Q2 2020.

  • EPG Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,437 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $6K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.