SL
FEI

Salomon & Ludwin’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Salomon & Ludwin’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,900
Closed -$28K – 843
2024
Q1 		$28K Hold
2,900
– – ﹤0.01% 435
2023
Q4 		$22.9K Hold
2,900
– – ﹤0.01% 398
2023
Q3 		$22.9K Buy
+2,900
New +$23.2K ﹤0.01% 398

Other funds holding FEI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's FEI Position: Q2 2024 in Review

Salomon & Ludwin sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 2,900 shares — an estimated $28K sold.

Salomon & Ludwin first reported a position in FEI in Q3 2023 and held it in 3 quarters. The position peaked at $28K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Salomon & Ludwin reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 2,900 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $28K.
  • Salomon & Ludwin first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $28K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.