Hobbs Group Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Hobbs Group Advisors’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
2023 Q4	$8.57K	Buy	+1,000	New	+$8.34K	﹤0.01%	371

Other funds holding FEI

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

SCM

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

AAM

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

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

Hobbs Group Advisors's FEI Position: Q4 2023 in Review

Hobbs Group Advisors opened a new position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2023: 1,000 shares worth $8.57K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

100 funds tracked by Wall St. Rank hold FEI as of Q4 2023.

Hobbs Group Advisors held 1,000 shares of FIRST TRUST MLP AND ENERGY INCOME FUND worth $8.57K as of Q4 2023.
FIRST TRUST MLP AND ENERGY INCOME FUND was a new Hobbs Group Advisors position in Q4 2023.
FIRST TRUST MLP AND ENERGY INCOME FUND made up ﹤0.01% of Hobbs Group Advisors's portfolio in Q4 2023, its #371 holding.
100 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2023.

Based on Hobbs Group Advisors's 13F filing for Q4 2023, filed 16 Feb 2024.