NEXT Financial Holdings’s First Trust Energy Income and Growth Fund FEN Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$200K	Buy	+9,205	New	+$191K	0.05%	366

Other funds holding FEN

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

NEXT Financial Holdings's FEN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Energy Income and Growth Fund (FEN) in Q1 2019: 9,205 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #366 among its holdings.

61 funds tracked by Wall St. Rank hold FEN as of Q1 2019.

NEXT Financial Holdings held 9,205 shares of First Trust Energy Income and Growth Fund worth $200K as of Q1 2019.
First Trust Energy Income and Growth Fund was a new NEXT Financial Holdings position in Q1 2019.
First Trust Energy Income and Growth Fund made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #366 holding.
61 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.