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First Trust Energy Income & Gr shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of First Trust Energy Income & Gr (FEN) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in First Trust Energy Income & Gr

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy Income & Gr held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy Income & Gr by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 1.0k 14.48

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Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
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Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding First Trust Energy Income & Gr

We Are One Seven
Baird Financial
Advisors Asset Management
Saba Capital Management
LLBH Private Wealth Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Summit Financial
Bank of America Corporation
Wolverine Asset Management
UBS Group
Advisor Group Holdings
Mystic Asset Management
Cornerstone Advisors
CNH Partners

View all funds holding First Trust Energy Income & Gr