Soa Wealth Advisors, Llc. First Trust Energy Income & Growth Fund Transaction History
Soa Wealth Advisors, Llc.
- $477 Million
- Q1 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Trust Energy Income & Growth Fund stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 223 shares of FEN stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
223
Previous 223
-0.0%
Holding current value
$0
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FEN
# of Institutions
85Shares Held
7.02MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH635KShares$00.55% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI541KShares$00.02% of portfolio
-
Morgan Stanley New York, NY517KShares$00.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO515KShares$00.17% of portfolio
-
Goldman Sachs Group Inc New York, NY446KShares$00.0% of portfolio
About FIRST TRUST ENERGY INCOME & GROWTH FUND
- Ticker FEN
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector, including companies in the ...