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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-32,382
Closed -$313K – 702
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 +$247K 0.02% 564