FA
FEI

Financial Avengers’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Financial Avengers’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
2021
Q1 		– Sell
-166
Closed -$1K – 167
2020
Q4 		$1K Buy
+166
New +$926 ﹤0.01% 158

Other funds holding FEI

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Financial Avengers's FEI Position: Q1 2021 in Review

Financial Avengers sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2021, closing a stake of 166 shares — an estimated $1K sold.

Financial Avengers first reported a position in FEI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 71 funds tracked by Wall St. Rank hold FEI as of Q1 2021.

  • Financial Avengers reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2021 after selling out during the quarter.
  • Financial Avengers sold 166 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2021, an estimated $1K.
  • Financial Avengers first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2020 and held it in 1 quarter.
  • Financial Avengers's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $1K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2021.

Based on Financial Avengers's 13F filing for Q1 2021, filed 14 May 2021.