IA
FIF

IFP Advisors’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-250
Closed -$3.67K – 3599
2023
Q2 		$3.67K Buy
+250
New +$3.62K ﹤0.01% 2651
2023
Q1 		– Sell
-1,114
Closed -$18K – 4555
2022
Q4 		$18K Sell
1,114
-2
-0.2% -$29 ﹤0.01% 3001
2022
Q3 		$18K Sell
1,116
-1
-0.1% -$15 ﹤0.01% 3216
2022
Q2 		$18K Hold
1,117
– – ﹤0.01% 2970
2022
Q1 		$18K Buy
+1,117
New +$15.7K ﹤0.01% 2970
2019
Q1 		$16K Buy
+1,000
New +$15.1K ﹤0.01% 1433
2018
Q4 		– Sell
-4,419
Closed -$70K – 3923
2018
Q3 		$70K Sell
4,419
-521
-11% -$8.51K ﹤0.01% 1700
2018
Q2 		$81K Sell
4,940
-2,246
-31% -$35.6K ﹤0.01% 1617
2018
Q1 		$129K Hold
7,186
– – 0.01% 1234
2017
Q4 		$129K Sell
7,186
-860
-11% -$15.6K 0.01% 1244
2017
Q3 		$151K Sell
8,046
-222
-3% -$4.06K 0.01% 1321
2017
Q2 		$155K Sell
8,268
-509
-6% -$9.49K 0.01% 1271
2017
Q1 		$169K Sell
8,777
-175
-2% -$3.29K 0.01% 1205
2016
Q4 		$162K Sell
8,952
-865
-9% -$15.7K 0.01% 1166
2016
Q3 		$188K Sell
9,817
-3,255
-25% -$58K 0.01% 1029
2016
Q2 		$228K Buy
13,072
+12,072
+1,207% +$197K 0.01% 908
2016
Q1 		$16K Sell
1,000
-4,081
-80% -$57K ﹤0.01% 1433
2015
Q4 		$74K Buy
+5,081
New +$82.3K 0.01% 1352

Other funds holding FIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP Advisors's FIF Position: Q3 2023 in Review

IFP Advisors sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q3 2023, closing a stake of 250 shares — an estimated $3.67K sold.

IFP Advisors first reported a position in FIF in Q4 2015 and held it in 18 quarters. The position peaked at $228K in Q2 2016. 57 funds tracked by Wall St. Rank hold FIF as of Q3 2023.

  • IFP Advisors reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 250 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2023, an estimated $3.67K.
  • IFP Advisors first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $228K in Q2 2016.
  • 57 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.