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

Future Financial 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
2024 Q2	–	Sell	-5,500	Closed	-$53.2K	–	506
2024 Q1	$53.2K	Buy	+5,500	New	+$48.7K	0.04%	255
2022 Q4	–	Sell	-10,500	Closed	-$81K	–	134
2022 Q3	$81K	Hold	10,500	–	–	0.09%	119
2022 Q2	$87K	Hold	10,500	–	–	0.08%	129
2022 Q1	$87K	Hold	10,500	–	–	0.07%	197
2021 Q4	$77K	Hold	10,500	–	–	0.06%	221
2021 Q3	$83K	Hold	10,500	–	–	0.09%	121
2021 Q2	$83K	Hold	10,500	–	–	0.09%	121
2021 Q1	$73K	Hold	10,500	–	–	0.08%	111
2020 Q4	$61K	Buy	+10,500	New	+$58.6K	0.07%	119

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Future Financial Wealth Management's FEI Position: Q2 2024 in Review

Future Financial Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 5,500 shares — an estimated $53.2K sold.

Future Financial Wealth Management first reported a position in FEI in Q4 2020 and held it in 9 quarters. The position peaked at $87K in Q2 2022. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Future Financial Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 5,500 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $53.2K.
Future Financial Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $87K in Q2 2022.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.