Kingsview Wealth Management, LLC First Trust Mlp & Energy Income Fund Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$8.36 - $9.67 $4,965 - $5,743	-594 Reduced 4.87%	11,596 $112,000
Q4 2022 Feb 13, 2023	BUY	$7.19 - $8.14 $4,673 - $5,291	650 Added 5.63%	12,190 $95,000
Q1 2022 Feb 08, 2024	SELL	$7.37 - $8.26 $4,790 - $5,369	-650 Reduced 5.33%	11,540 $95,000
Q1 2021 May 24, 2021	BUY	$5.83 - $7.02 $1,749 - $2,106	300 Added 2.67%	11,540 $80,000
Q4 2020 Feb 16, 2021	BUY	$4.58 - $6.23 $51,479 - $70,025	11,240 New	11,240 $65,000

Others Institutions Holding FEI

# of Institutions

5

Shares Held

280K

Call Options Held

0

Put Options Held

0

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...

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