LWM
FEN

Liberty Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Liberty Wealth Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-442
Closed -$10K – 1005
2019
Q2 		$10K Buy
+442
New +$9.76K 0.01% 537

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's FEN Position: Q3 2019 in Review

Liberty Wealth Management sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2019, closing a stake of 442 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in FEN in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 62 funds tracked by Wall St. Rank hold FEN as of Q3 2019.

  • Liberty Wealth Management reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 442 First Trust Energy Income and Growth Fund shares in Q3 2019, an estimated $10K.
  • Liberty Wealth Management first reported a position in First Trust Energy Income and Growth Fund in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's First Trust Energy Income and Growth Fund position peaked at $10K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.