EWA
FEN

EverSource Wealth Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

EverSource Wealth Advisors’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$1.45K – 3015
2023
Q4 		$1.45K Hold
100
– – ﹤0.01% 2277
2023
Q3 		$1.31K Hold
100
– – ﹤0.01% 2126
2023
Q2 		$1.39K Buy
+100
New +$1.29K ﹤0.01% 2117

Other funds holding FEN

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

EverSource Wealth Advisors's FEN Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of First Trust Energy Income and Growth Fund (FEN) in Q1 2024, closing a stake of 100 shares — an estimated $1.45K sold.

EverSource Wealth Advisors first reported a position in FEN in Q2 2023 and held it in 3 quarters. The position peaked at $1.45K in Q4 2023. 82 funds tracked by Wall St. Rank hold FEN as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining First Trust Energy Income and Growth Fund position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 100 First Trust Energy Income and Growth Fund shares in Q1 2024, an estimated $1.45K.
  • EverSource Wealth Advisors first reported a position in First Trust Energy Income and Growth Fund in Q2 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's First Trust Energy Income and Growth Fund position peaked at $1.45K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.