SIA
FEI

Schechter Investment Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Schechter Investment Advisors’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
-32,382
Closed -$313K – 703
2024
Q1 		$313K Hold
32,382
– – 0.02% 493
2023
Q4 		$278K Hold
32,382
– – 0.02% 478
2023
Q3 		$256K Hold
32,382
– – 0.02% 490
2023
Q2 		$250K Hold
32,382
– – 0.02% 531
2023
Q1 		$247K Buy
+32,382
New +$255K 0.02% 564

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

Schechter Investment Advisors's FEI Position: Q2 2024 in Review

Schechter Investment Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 32,382 shares — an estimated $313K sold.

Schechter Investment Advisors first reported a position in FEI in Q1 2023 and held it in 5 quarters. The position peaked at $313K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Schechter Investment Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 32,382 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $313K.
  • Schechter Investment Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2023 and held it in 5 quarters.
  • Schechter Investment Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $313K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.