NewEdge Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

NewEdge Advisors’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	-32,980	Closed	-$319K	–	4054
2024 Q1	$319K	Buy	+32,980	New	+$292K	﹤0.01%	1608
2023 Q1	–	Sell	-4,100	Closed	-$32K	–	4268
2022 Q4	$32K	Buy	+4,100	New	+$31.8K	﹤0.01%	1929

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

NewEdge Advisors's FEI Position: Q2 2024 in Review

NewEdge Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 32,980 shares — an estimated $319K sold.

NewEdge Advisors first reported a position in FEI in Q4 2022 and held it in 2 quarters. The position peaked at $319K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

NewEdge Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 32,980 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $319K.
NewEdge Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $319K in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.