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First Trust Energy Income & Gr shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 192k 16.34

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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