GRP
FEI

Global Retirement Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Global Retirement Partners’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
-217
Closed -$2.1K – 3676
2024
Q1 		$2.1K Hold
217
– – ﹤0.01% 2734
2023
Q4 		$1.87K Hold
217
– – ﹤0.01% 2709
2023
Q3 		$1.64K Buy
217
+120
+124% +$961 ﹤0.01% 2609
2023
Q2 		$748 Hold
97
– – ﹤0.01% 2855
2023
Q1 		$719 Hold
97
– – ﹤0.01% 2825
2022
Q4 		$758 Hold
97
– – ﹤0.01% 2665
2022
Q3 		$1K Hold
97
– – ﹤0.01% 2642
2022
Q2 		$1K Hold
97
– – ﹤0.01% 2628
2022
Q1 		$1K Buy
+97
New +$760 ﹤0.01% 2581
2021
Q4 		– Sell
-97
Closed -$1K – 1919
2021
Q3 		$1K Hold
97
– – ﹤0.01% 1956
2021
Q2 		$1K Hold
97
– – ﹤0.01% 1840
2021
Q1 		$1K Hold
97
– – ﹤0.01% 1752
2020
Q4 		$1K Buy
+97
New +$541 ﹤0.01% 1709

Other funds holding FEI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's FEI Position: Q2 2024 in Review

Global Retirement Partners sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 217 shares — an estimated $2.1K sold.

Global Retirement Partners first reported a position in FEI in Q4 2020 and held it in 13 quarters. The position peaked at $2.1K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Global Retirement Partners reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 217 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $2.1K.
  • Global Retirement Partners first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2020 and held it in 13 quarters.
  • Global Retirement Partners's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2.1K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.