Sea Otter Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Sea Otter 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	-94,330	Closed	-$912K	–	62
2024 Q1	$912K	Buy	94,330 +11,830	+14%	+$105K	4.42%	7
2023 Q4	$707K	Buy	82,500 +64,237	+352%	+$536K	0.47%	41
2023 Q3	$144K	Buy	18,263 +8,263	+83%	+$66.2K	0.08%	102
2023 Q2	$77.1K	Buy	+10,000	New	+$76.3K	0.04%	124

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sea Otter Advisors's FEI Position: Q2 2024 in Review

Sea Otter Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 94,330 shares — an estimated $912K sold.

Sea Otter Advisors first reported a position in FEI in Q2 2023 and held it in 4 quarters. The position peaked at $912K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Sea Otter Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Sea Otter Advisors sold 94,330 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $912K.
Sea Otter Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2023 and held it in 4 quarters.
Sea Otter Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $912K in Q1 2024.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Sea Otter Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.