WA
FEN

WFG Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

WFG Advisors’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$21K Buy
+840
New +$22K ﹤0.01% 952

Other funds holding FEN

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's FEN Position: Q2 2017 in Review

WFG Advisors opened a new position in First Trust Energy Income and Growth Fund (FEN) in Q2 2017: 840 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings.

60 funds tracked by Wall St. Rank hold FEN as of Q2 2017.

  • WFG Advisors held 840 shares of First Trust Energy Income and Growth Fund worth $21K as of Q2 2017.
  • First Trust Energy Income and Growth Fund was a new WFG Advisors position in Q2 2017.
  • First Trust Energy Income and Growth Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #952 holding.
  • 60 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.