Northwestern Mutual Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $8.88M | Buy |
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|
2022
Q1 | $8.8M | Buy |
|
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|
2021
Q4 | $7.23M | Buy |
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|
2021
Q3 | $6.23M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.33M | Buy |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $64K | Buy |
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|
2019
Q2 | $62K | Buy |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $82K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11K | Sell |
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|
2014
Q3 | $26K | Buy |
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|
2014
Q2 | $16K | Hold |
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|
2014
Q1 | $14K | Sell |
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|
2013
Q4 | $35K | Buy |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
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