Gilliland Jeter Wealth Management’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio FIF Stock Details FIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,680	Closed	-$121K	–	704
2024 Q1	$121K	Buy	+6,680	New	+$111K	0.04%	201

Other funds holding FIF

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

Gilliland Jeter Wealth Management's FIF Position: Q2 2024 in Review

Gilliland Jeter Wealth Management sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q2 2024, closing a stake of 6,680 shares — an estimated $121K sold.

Gilliland Jeter Wealth Management first reported a position in FIF in Q1 2024 and held it in 1 quarter. The position peaked at $121K in Q1 2024. 1 fund tracked by Wall St. Rank holds FIF as of Q2 2024.

Gilliland Jeter Wealth Management reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q2 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 6,680 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q2 2024, an estimated $121K.
Gilliland Jeter Wealth Management first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2024 and held it in 1 quarter.
Gilliland Jeter Wealth Management's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $121K in Q1 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q2 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.