LCWP
FEI

Legacy Capital Wealth Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Legacy Capital Wealth Partners’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
-266,582
Closed -$2.06M – 374
2024
Q1 		$2.06M Buy
+266,582
New +$2.36M 1.47% 23

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

Legacy Capital Wealth Partners's FEI Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 266,582 shares — an estimated $2.06M sold.

Legacy Capital Wealth Partners first reported a position in FEI in Q1 2024 and held it in 1 quarter. The position peaked at $2.06M in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 266,582 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $2.06M.
  • Legacy Capital Wealth Partners first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2.06M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.