Global Wealth Management Investment Advisory’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FEN Stock Details FEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-51	Closed	-$1K	–	734
2019 Q3	$1K	Buy	+51	New	+$1.11K	﹤0.01%	620

Other funds holding FEN

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's FEN Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of First Trust Energy Income and Growth Fund (FEN) in Q4 2019, closing a stake of 51 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in FEN in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 67 funds tracked by Wall St. Rank hold FEN as of Q4 2019.

Global Wealth Management Investment Advisory reported no remaining First Trust Energy Income and Growth Fund position as of Q4 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 51 First Trust Energy Income and Growth Fund shares in Q4 2019, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in First Trust Energy Income and Growth Fund in Q3 2019 and held it in 1 quarter.
Global Wealth Management Investment Advisory's First Trust Energy Income and Growth Fund position peaked at $1K in Q3 2019.
67 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.