Sowell Financial Services’s First Trust Energy Income and Growth Fund FEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.72M | Sell |
|
|||||
|
2023
Q4 | $1.54M | Sell |
|
|||||
|
2023
Q3 | $1.43M | Buy |
|
|||||
|
2023
Q2 | $1.46M | Buy |
|
|||||
|
2023
Q1 | $1.35M | Sell |
|
|||||
|
2022
Q4 | $1.49M | Sell |
|
|||||
|
2022
Q3 | $1.57M | Buy |
|
|||||
|
2022
Q2 | $1.67M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.29M | Sell |
|
|||||
|
2021
Q3 | $1.57M | Sell |
|
|||||
|
2021
Q2 | $1.87M | Sell |
|
|||||
|
2021
Q1 | $2.01M | Buy |
|
|||||
|
2020
Q4 | $1.21M | Buy |
|
|||||
|
2020
Q3 | $1.02M | Sell |
|
|||||
|
2020
Q2 | $1.3M | Buy |
|
|||||
|
2020
Q1 | $1.04M | Buy |
|
|||||
|
2019
Q4 | $2.21M | Buy |
|
|||||
|
2019
Q3 | $2.11M | Buy |
|
|||||
|
2019
Q1 | $1.89M | Buy |
|
|||||
|
2018
Q4 | $1.63M | Buy |
|
|||||
|
2018
Q3 | $1.89M | Buy |
|