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First Tr Mlp & Energy Income shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of First Tr Mlp & Energy Income (FEI) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $116k 12k 9.67
2023-12-31 $105k 12k 8.57

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding First Tr Mlp & Energy Income

Saba Capital Management
Advisors Asset Management
UBS Group
Goldman Sachs Group
LongView Wealth Management
Bridges Investment Management
Wolverine Asset Management
Royal Bank of Canada
Cambridge Advisors
Clough Capital Partners
Anfield Capital Management
Wealth Enhancement Advisory Services
Almitas Capital
Cambridge Investment Research Advisors
BBK Capital Partners

View all funds holding First Tr Mlp & Energy Income