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First Tr Mlp & Energy Income shares owned by Brian McDonald

Quarter-by-quarter ownership of First Tr Mlp & Energy Income (FEI) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in First Tr Mlp & Energy Income

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All positions including First Tr Mlp & Energy Income held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Mlp & Energy Income by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 37k 9.67
2023-09-30 $309k 39k 7.91
2013-12-31 $207k 10k 19.97
2013-09-30 $1.1M 57k 19.58
2013-06-30 $3.0M 146k 20.46

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding First Tr Mlp & Energy Income

Morgan Stanley
Saba Capital Management
Advisors Asset Management
Hunting Hill Global Capital
Goldman Sachs Group
UBS Group
Cohen & Steers Capital Management
Royal Bank of Canada
LongView Wealth Management
LPL Financial
Bridges Investment Management
Quarry
Wolverine Asset Management
Legacy Capital Wealth Partners
Cambridge Advisors

View all funds holding First Tr Mlp & Energy Income