MGWM
FEI

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

Marks Group 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
2020
Q3 		– Sell
-86,708
Closed -$487K – 255
2020
Q2 		$487K Hold
86,708
– – 0.1% 165
2020
Q1 		$384K Hold
86,708
– – 0.1% 165
2019
Q4 		$1.04M Buy
+86,708
New +$1.04M 0.2% 134