Iron Horse Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Iron Horse Wealth Management’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	-250	Closed	-$2.42K	–	495
2024 Q1	$2.42K	Hold	250	–	–	﹤0.01%	328
2023 Q4	$2.14K	Hold	250	–	–	﹤0.01%	359
2023 Q3	$1.98K	Hold	250	–	–	﹤0.01%	366
2023 Q2	$1.93K	Hold	250	–	–	﹤0.01%	234
2023 Q1	$1.91K	Hold	250	–	–	﹤0.01%	270
2022 Q4	$2K	Buy	+250	New	+$1.94K	﹤0.01%	208
2022 Q3	–	Sell	-250	Closed	-$2K	–	309
2022 Q2	$2K	Hold	250	–	–	﹤0.01%	209
2022 Q1	$2K	Hold	250	–	–	﹤0.01%	197
2021 Q4	$2K	Hold	250	–	–	﹤0.01%	182
2021 Q3	$2K	Hold	250	–	–	﹤0.01%	164
2021 Q2	$2K	Hold	250	–	–	﹤0.01%	163
2021 Q1	$2K	Hold	250	–	–	﹤0.01%	154
2020 Q4	$1K	Buy	+250	New	+$1.4K	﹤0.01%	167

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Iron Horse Wealth Management's FEI Position: Q2 2024 in Review

Iron Horse Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 250 shares — an estimated $2.42K sold.

Iron Horse Wealth Management first reported a position in FEI in Q4 2020 and held it in 13 quarters. The position peaked at $2.42K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Iron Horse Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 250 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $2.42K.
Iron Horse Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2020 and held it in 13 quarters.
Iron Horse Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2.42K in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Iron Horse Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.