SOA
FEI

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-94,330
Closed -$912K – 110
2024
Q1 		$912K Buy
94,330
+11,830
+14% +$114K 4.42% 6
2023
Q4 		$707K Buy
82,500
+64,237
+352% +$551K 0.47% 33
2023
Q3 		$144K Buy
18,263
+8,263
+83% +$65.4K 0.08% 83
2023
Q2 		$77.1K Buy
+10,000
New +$77.1K 0.04% 97