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

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 1.8k 16.34
2022-12-31 $1.8k 130 14.19

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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding First Trust Energy Income & Gr

We Are One Seven
Baird Financial
Morgan Stanley
Advisors Asset Management
Goldman Sachs Group
Almitas Capital
Saba Capital Management
Cohen & Steers Capital Management
LLBH Private Wealth Management
Yakira Capital Management
Raymond James Financial Services Advisors
Summit Financial
Hunting Hill Global Capital
Bank of America Corporation
Advisor Group Holdings

View all funds holding First Trust Energy Income & Gr