Vanguard Capital Wealth Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Vanguard Capital Wealth Advisors’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
2021 Q1	–	Sell	-72,884	Closed	-$419K	–	169
2020 Q4	$419K	Buy	+72,884	New	+$407K	0.39%	71
2020 Q2	$131K	Buy	+23,483	New	+$135K	0.15%	106

Other funds holding FEI

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Vanguard Capital Wealth Advisors's FEI Position: Q1 2021 in Review

Vanguard Capital Wealth Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2021, closing a stake of 72,884 shares — an estimated $419K sold.

Vanguard Capital Wealth Advisors first reported a position in FEI in Q2 2020 and held it in 2 quarters. The position peaked at $419K in Q4 2020. 71 funds tracked by Wall St. Rank hold FEI as of Q1 2021.

Vanguard Capital Wealth Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2021 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 72,884 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2021, an estimated $419K.
Vanguard Capital Wealth Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2020 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $419K in Q4 2020.
71 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.