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

LongView 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	-404,801	Closed	-$3.91M	–	190
2024 Q1	$3.91M	Sell	404,801 -6,383	-2%	-$56.5K	1.55%	18
2023 Q4	$3.57M	Buy	+411,184	New	+$3.43M	1.6%	16

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LongView Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 404,801 shares — an estimated $3.91M sold.

LongView Wealth Management first reported a position in FEI in Q4 2023 and held it in 2 quarters. The position peaked at $3.91M in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

LongView Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
LongView Wealth Management sold 404,801 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $3.91M.
LongView Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2023 and held it in 2 quarters.
LongView Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $3.91M in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on LongView Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.