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First Tr Mlp & Energy Income shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors investment in First Tr Mlp & Energy Income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Mlp & Energy Income held by Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8k 286 9.69
2023-12-31 $2.4k 282 8.56

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Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
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First Trust Enhanced Short Mtrty Etf Uie (FTSM)
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Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

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