West Branch Capital’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

West Branch Capital’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
2024 Q2	–	Sell	-5,911	Closed	-$107K	–	437
2024 Q1	$107K	Buy	+5,911	New	+$98.5K	0.04%	121

Other funds holding FIF

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

West Branch Capital's FIF Position: Q2 2024 in Review

West Branch Capital sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q2 2024, closing a stake of 5,911 shares — an estimated $107K sold.

West Branch Capital first reported a position in FIF in Q1 2024 and held it in 1 quarter. The position peaked at $107K in Q1 2024. 1 fund tracked by Wall St. Rank holds FIF as of Q2 2024.

West Branch Capital reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q2 2024 after selling out during the quarter.
West Branch Capital sold 5,911 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q2 2024, an estimated $107K.
West Branch Capital first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2024 and held it in 1 quarter.
West Branch Capital's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $107K in Q1 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q2 2024.

Based on West Branch Capital's 13F filing for Q2 2024, filed 26 Jul 2024.