SS
FIF

Sunbelt Securities’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Sunbelt Securities’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
2021
Q1 		– Sell
-10,000
Closed -$105K – 451
2020
Q4 		$105K Buy
+10,000
New +$101K 0.02% 382

Other funds holding FIF

Morgan Stanley
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Sunbelt Securities's FIF Position: Q1 2021 in Review

Sunbelt Securities sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q1 2021, closing a stake of 10,000 shares — an estimated $105K sold.

Sunbelt Securities first reported a position in FIF in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 57 funds tracked by Wall St. Rank hold FIF as of Q1 2021.

  • Sunbelt Securities reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q1 2021 after selling out during the quarter.
  • Sunbelt Securities sold 10,000 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q1 2021, an estimated $105K.
  • Sunbelt Securities first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q4 2020 and held it in 1 quarter.
  • Sunbelt Securities's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $105K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q1 2021.

Based on Sunbelt Securities's 13F filing for Q1 2021, filed 27 May 2021.