WAM
FIF

Wealthspire Advisors (Maryland)’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.83M Buy
316,243
+88,076
+39% +$870K 0.1% 100
2020
Q2 		$2.29M Buy
228,167
+70,714
+45% +$735K 0.16% 88
2020
Q1 		$1.42M Buy
+157,453
New +$2.29M 0.12% 109

Other funds holding FIF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) stake by 39% in Q3 2020, buying an estimated $870K and bringing the position to 316,243 shares worth $2.83M. The position accounts for 0.1% of the portfolio, ranked #100.

Wealthspire Advisors (Maryland) first reported a position in FIF in Q1 2020 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold FIF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 316,243 shares of FIRST TRUST ENERGY INFRASTRUCTURE FUND worth $2.83M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 88,076 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2020, an estimated $870K.
  • FIRST TRUST ENERGY INFRASTRUCTURE FUND made up 0.1% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #100 holding.
  • Wealthspire Advisors (Maryland) first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2020 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.