Spire Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-400	Closed	-$3K	–	2866
2022 Q1	$3K	Hold	400	–	–	﹤0.01%	2360
2021 Q4	$3K	Hold	400	–	–	﹤0.01%	2738
2021 Q3	$3K	Buy	+400	New	+$2.95K	﹤0.01%	2429

Other funds holding FEI

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Spire Wealth Management's FEI Position: Q2 2022 in Review

Spire Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2022, closing a stake of 400 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in FEI in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 79 funds tracked by Wall St. Rank hold FEI as of Q2 2022.

Spire Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 400 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2022, an estimated $3K.
Spire Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2021 and held it in 3 quarters.
Spire Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $3K in Q1 2022.
79 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.