WAS
FEN

Winch Advisory Services’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Winch Advisory Services’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
2020
Q4 		– Sell
-134
Closed -$1K – 466
2020
Q3 		$1K Buy
+134
New +$1.33K ﹤0.01% 380

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Winch Advisory Services's FEN Position: Q4 2020 in Review

Winch Advisory Services sold out of First Trust Energy Income and Growth Fund (FEN) in Q4 2020, closing a stake of 134 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in FEN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 63 funds tracked by Wall St. Rank hold FEN as of Q4 2020.

  • Winch Advisory Services reported no remaining First Trust Energy Income and Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 134 First Trust Energy Income and Growth Fund shares in Q4 2020, an estimated $1K.
  • Winch Advisory Services first reported a position in First Trust Energy Income and Growth Fund in Q3 2020 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Energy Income and Growth Fund position peaked at $1K in Q3 2020.
  • 63 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.