TCWM
FEI

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

Total Clarity 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
Q3 		– Sell
-1,250
Closed -$10K – 1024
2022
Q2 		$10K Buy
+1,250
New +$10.2K 0.01% 682

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Total Clarity Wealth Management's FEI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2022, closing a stake of 1,250 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in FEI in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 75 funds tracked by Wall St. Rank hold FEI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,250 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2022, an estimated $10K.
  • Total Clarity Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $10K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.