LWM
FEI

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-404,801
Closed -$3.91M – 190
2024
Q1 		$3.91M Sell
404,801
-6,383
-2% -$61.7K 1.55% 18
2023
Q4 		$3.57M Buy
+411,184
New +$3.57M 1.6% 16