KWM
FEI

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

Kingsview 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
-11,596
Closed -$112K – 1131
2024
Q1 		$112K Sell
11,596
-594
-5% -$5.26K ﹤0.01% 994
2023
Q4 		$104K Hold
12,190
– – ﹤0.01% 929
2023
Q3 		$96.4K Hold
12,190
– – ﹤0.01% 914
2023
Q2 		$94K Hold
12,190
– – ﹤0.01% 882
2023
Q1 		$93.1K Hold
12,190
– – ﹤0.01% 856
2022
Q4 		$95.2K Buy
12,190
+650
+6% +$5.04K ﹤0.01% 819
2022
Q3 		$83K Hold
11,540
– – ﹤0.01% 796
2022
Q2 		$89K Hold
11,540
– – ﹤0.01% 792
2022
Q1 		$95.3K Hold
11,540
– – ﹤0.01% 835
2021
Q4 		$84K Hold
11,540
– – ﹤0.01% 891
2021
Q3 		$83K Hold
11,540
– – ﹤0.01% 821
2021
Q2 		$91K Hold
11,540
– – ﹤0.01% 844
2021
Q1 		$80K Buy
11,540
+300
+3% +$1.95K ﹤0.01% 796
2020
Q4 		$65K Buy
+11,240
New +$62.7K ﹤0.01% 683

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

Kingsview Wealth Management's FEI Position: Q2 2024 in Review

Kingsview Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 11,596 shares — an estimated $112K sold.

Kingsview Wealth Management first reported a position in FEI in Q4 2020 and held it in 14 quarters. The position peaked at $112K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Kingsview Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,596 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $112K.
  • Kingsview Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2020 and held it in 14 quarters.
  • Kingsview Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $112K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.