PFS
FEN

Prospera Financial Services’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-2,000
Closed -$32K – 1640
2022
Q2 		$32K Hold
2,000
– – ﹤0.01% 1120
2022
Q1 		$32K Buy
+2,000
New +$30.9K ﹤0.01% 1560
2020
Q4 		– Sell
-330
Closed -$3K – 1636
2020
Q3 		$3K Buy
+330
New +$3.29K ﹤0.01% 1424

Other funds holding FEN

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Prospera Financial Services's FEN Position: Q3 2022 in Review

Prospera Financial Services sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2022, closing a stake of 2,000 shares — an estimated $32K sold.

Prospera Financial Services first reported a position in FEN in Q3 2020 and held it in 3 quarters. The position peaked at $32K in Q2 2022. 69 funds tracked by Wall St. Rank hold FEN as of Q3 2022.

  • Prospera Financial Services reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,000 First Trust Energy Income and Growth Fund shares in Q3 2022, an estimated $32K.
  • Prospera Financial Services first reported a position in First Trust Energy Income and Growth Fund in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's First Trust Energy Income and Growth Fund position peaked at $32K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.