Sigma Planning Corp’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Sigma Planning Corp’s Portfolio FIF Stock Details FIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,034	Closed	-$181K	–	823
2016 Q4	$181K	Sell	10,034 -55	-0.5%	-$1K	0.02%	667
2016 Q3	$194K	Sell	10,089 -1,015	-9%	-$18.1K	0.02%	663
2016 Q2	$194K	Buy	+11,104	New	+$181K	0.03%	623

Other funds holding FIF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Sigma Planning Corp's FIF Position: Q1 2017 in Review

Sigma Planning Corp sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q1 2017, closing a stake of 10,034 shares — an estimated $181K sold.

Sigma Planning Corp first reported a position in FIF in Q2 2016 and held it in 3 quarters. The position peaked at $194K in Q3 2016. 38 funds tracked by Wall St. Rank hold FIF as of Q1 2017.

Sigma Planning Corp reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q1 2017 after selling out during the quarter.
Sigma Planning Corp sold 10,034 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q1 2017, an estimated $181K.
Sigma Planning Corp first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q2 2016 and held it in 3 quarters.
Sigma Planning Corp's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $194K in Q3 2016.
38 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.