Kovitz Investment Group Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,245	Closed	-$128K	–	834
2024 Q1	$128K	Buy	+13,245	New	+$128K	﹤0.01%	640