EWA
FEN

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

Exencial Wealth Advisors’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,747
Closed -$716K – 186
2017
Q4 		$716K Buy
25,747
+7,647
+42% +$213K 0.22% 101
2017
Q3 		$446K Buy
+18,100
New +$446K 0.15% 115