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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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.