FTI
FEN

Fiduciary Trust International’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Fiduciary Trust International’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
2019
Q1 		– Sell
-5,500
Closed -$103K – 622
2018
Q4 		$103K Buy
+5,500
New +$111K 0.03% 141

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Fiduciary Trust International's FEN Position: Q1 2019 in Review

Fiduciary Trust International sold out of First Trust Energy Income and Growth Fund (FEN) in Q1 2019, closing a stake of 5,500 shares — an estimated $103K sold.

Fiduciary Trust International first reported a position in FEN in Q4 2018 and held it in 1 quarter. The position peaked at $103K in Q4 2018. 61 funds tracked by Wall St. Rank hold FEN as of Q1 2019.

  • Fiduciary Trust International reported no remaining First Trust Energy Income and Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Fiduciary Trust International sold 5,500 First Trust Energy Income and Growth Fund shares in Q1 2019, an estimated $103K.
  • Fiduciary Trust International first reported a position in First Trust Energy Income and Growth Fund in Q4 2018 and held it in 1 quarter.
  • Fiduciary Trust International's First Trust Energy Income and Growth Fund position peaked at $103K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.