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

LongView 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
2024 Q2	–	Sell	-11,500	Closed	-$188K	–	189
2024 Q1	$188K	Buy	+11,500	New	+$172K	0.07%	175

Other funds holding FEN

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LongView Wealth Management sold out of First Trust Energy Income and Growth Fund (FEN) in Q2 2024, closing a stake of 11,500 shares — an estimated $188K sold.

LongView Wealth Management first reported a position in FEN in Q1 2024 and held it in 1 quarter. The position peaked at $188K in Q1 2024. 2 funds tracked by Wall St. Rank hold FEN as of Q2 2024.

LongView Wealth Management reported no remaining First Trust Energy Income and Growth Fund position as of Q2 2024 after selling out during the quarter.
LongView Wealth Management sold 11,500 First Trust Energy Income and Growth Fund shares in Q2 2024, an estimated $188K.
LongView Wealth Management first reported a position in First Trust Energy Income and Growth Fund in Q1 2024 and held it in 1 quarter.
LongView Wealth Management's First Trust Energy Income and Growth Fund position peaked at $188K in Q1 2024.
2 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q2 2024.

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