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

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

Historical chart of Compass 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 Compass 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 Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $822 50 16.44
2023-12-31 $729 50 14.58

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass 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