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First Trust Energy Income & Gr shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private 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 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 Trust Energy Income & Gr by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-12-31 $42k 2.9k 14.48

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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 Trust Energy Income & Gr

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Baird Financial
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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