Wealth Enhancement Advisory Services’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Wealth Enhancement Advisory Services’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
2024 Q2	–	Sell	-198,053	Closed	-$1.92M	–	2727
2024 Q1	$1.92M	Buy	198,053 +8,711	+5%	+$77.1K	0.01%	961
2023 Q4	$1.62M	Sell	189,342 -187,692	-50%	-$1.57M	﹤0.01%	975
2023 Q3	$2.98M	Buy	+377,034	New	+$3.02M	0.01%	716

Other funds holding FEI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's FEI Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2024, closing a stake of 198,053 shares — an estimated $1.92M sold.

Wealth Enhancement Advisory Services first reported a position in FEI in Q3 2023 and held it in 3 quarters. The position peaked at $2.98M in Q3 2023. 3 funds tracked by Wall St. Rank hold FEI as of Q2 2024.

Wealth Enhancement Advisory Services reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 198,053 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2024, an estimated $1.92M.
Wealth Enhancement Advisory Services first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2023 and held it in 3 quarters.
Wealth Enhancement Advisory Services's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2.98M in Q3 2023.
3 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.