LFG
FIF

Larson Financial Group’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-466
Closed -$6.72K – 1610
2022
Q4 		$6.72K Buy
+466
New +$6.7K ﹤0.01% 970

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's FIF Position: Q1 2023 in Review

Larson Financial Group sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q1 2023, closing a stake of 466 shares — an estimated $6.72K sold.

Larson Financial Group first reported a position in FIF in Q4 2022 and held it in 1 quarter. The position peaked at $6.72K in Q4 2022. 53 funds tracked by Wall St. Rank hold FIF as of Q1 2023.

  • Larson Financial Group reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 466 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q1 2023, an estimated $6.72K.
  • Larson Financial Group first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q4 2022 and held it in 1 quarter.
  • Larson Financial Group's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $6.72K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.