A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Mlp & Energy Income Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,000 shares of FEI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,000
Previous 31,000 9.68%
Holding current value
$0
Previous $265,000 1.89%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$8.36 - $9.67 $25,080 - $29,010
-3,000 Reduced 9.68%
28,000 $270,000
Q4 2023

Feb 02, 2024

BUY
$7.54 - $8.81 $37,700 - $44,050
5,000 Added 19.23%
31,000 $265,000
Q3 2023

Nov 08, 2023

SELL
$7.64 - $8.18 $3,820 - $4,090
-500 Reduced 1.89%
26,000 $205,000
Q2 2023

Aug 03, 2023

BUY
$7.31 - $7.82 $193,715 - $207,230
26,500 New
26,500 $204,000
Q1 2023

Aug 22, 2023

SELL
$7.11 - $8.34 $35,550 - $41,700
-5,000 Reduced 18.87%
21,500 $164,000
Q1 2023

May 10, 2023

BUY
$7.11 - $8.34 $152,865 - $179,310
21,500 New
21,500 $164,000

Others Institutions Holding FEI

About FIRST TRUST MLP & ENERGY INCOME FUND


  • Ticker FEI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • First Trust MLP and Energy Income Fund is a closed-ended balanced mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating in the energy and energy...
More about FEI
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.