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FEN

NewEdge Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

NewEdge Advisors’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
-1,760
Closed -$28.8K – 4053
2024
Q1 		$28.8K Buy
1,760
+785
+81% +$11.7K ﹤0.01% 2494
2023
Q4 		$14.1K Buy
+975
New +$13.8K ﹤0.01% 2715
2023
Q1 		– Sell
-130
Closed -$1.84K – 4267
2022
Q4 		$1.84K Buy
+130
New +$1.92K ﹤0.01% 2862

Other funds holding FEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's FEN Position: Q2 2024 in Review

NewEdge Advisors sold out of First Trust Energy Income and Growth Fund (FEN) in Q2 2024, closing a stake of 1,760 shares — an estimated $28.8K sold.

NewEdge Advisors first reported a position in FEN in Q4 2022 and held it in 3 quarters. The position peaked at $28.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold FEN as of Q2 2024.

  • NewEdge Advisors reported no remaining First Trust Energy Income and Growth Fund position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1,760 First Trust Energy Income and Growth Fund shares in Q2 2024, an estimated $28.8K.
  • NewEdge Advisors first reported a position in First Trust Energy Income and Growth Fund in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's First Trust Energy Income and Growth Fund position peaked at $28.8K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q2 2024.

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