Future Financial Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Future Financial Wealth Management’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$25.1K	–	317
2025 Q3	$25.1K	Hold	1,000	–	–	0.02%	320
2025 Q2	$23.9K	Hold	1,000	–	–	0.02%	309
2025 Q1	$22.1K	Hold	1,000	–	–	0.02%	310
2024 Q4	$24.7K	Hold	1,000	–	–	0.02%	304
2024 Q3	$23K	Buy	+1,000	New	+$22.6K	0.02%	320
2024 Q2	–	Sell	-1,000	Closed	-$22.4K	–	331
2024 Q1	$22.4K	Buy	+1,000	New	+$21.7K	0.02%	333
2022 Q2	–	Sell	-1,000	Closed	-$27K	–	348
2022 Q1	$27K	Hold	1,000	–	–	0.02%	339
2021 Q4	$30K	Buy	+1,000	New	+$30.7K	0.02%	334

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Future Financial Wealth Management's NIE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q4 2025, closing a stake of 1,000 shares — an estimated $25.1K sold.

Future Financial Wealth Management first reported a position in NIE in Q4 2021 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 90 funds tracked by Wall St. Rank hold NIE as of Q4 2025.

Future Financial Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,000 Virtus Equity & Convertible Income Fund shares in Q4 2025, an estimated $25.1K.
Future Financial Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $30K in Q4 2021.
90 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.