SPC
FEI

Sigma Planning Corp’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Sigma Planning Corp’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
-12,732
Closed -$123K – 1284
2024
Q1 		$123K Buy
12,732
+266
+2% +$2.35K ﹤0.01% 1171
2023
Q4 		$107K Buy
+12,466
New +$104K 0.01% 808

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

Sigma Planning Corp's FEI Position: Q2 2024 in Review

Sigma Planning Corp sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 12,732 shares — an estimated $123K sold.

Sigma Planning Corp first reported a position in FEI in Q4 2023 and held it in 2 quarters. The position peaked at $123K in Q1 2024. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

  • Sigma Planning Corp reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 12,732 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $123K.
  • Sigma Planning Corp first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2023 and held it in 2 quarters.
  • Sigma Planning Corp's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $123K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.