RWA
FIF

RGT Wealth Advisors’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

RGT Wealth Advisors’s Portfolio FIF Stock Details FIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,000
Closed -$179K – 74
2020
Q3 		$179K Buy
+20,000
New +$198K 0.05% 38

Other funds holding FIF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

RGT Wealth Advisors's FIF Position: Q4 2020 in Review

RGT Wealth Advisors sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q4 2020, closing a stake of 20,000 shares — an estimated $179K sold.

RGT Wealth Advisors first reported a position in FIF in Q3 2020 and held it in 1 quarter. The position peaked at $179K in Q3 2020. 54 funds tracked by Wall St. Rank hold FIF as of Q4 2020.

  • RGT Wealth Advisors reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q4 2020 after selling out during the quarter.
  • RGT Wealth Advisors sold 20,000 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q4 2020, an estimated $179K.
  • RGT Wealth Advisors first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q3 2020 and held it in 1 quarter.
  • RGT Wealth Advisors's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $179K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q4 2020.

Based on RGT Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.