United Capital Financial Advisers, LLC First Trust Energy Infrastructure Fund Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	$13.08 - $15.85 $171,701 - $208,062	-13,127 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$12.35 - $15.89 $10,621 - $13,665	-860 Reduced 6.15%	13,127 $170,000
Q3 2018 Nov 14, 2018	SELL	$15.55 - $16.83 $92,040 - $99,616	-5,919 Reduced 29.73%	13,987 $220,000
Q1 2018 May 15, 2018	BUY	$14.75 - $18.7 $41,241 - $52,285	2,796 Added 16.34%	19,906 $299,000
Q3 2017 Nov 14, 2017	BUY	$17.52 - $18.84 $42,643 - $45,856	2,434 Added 16.58%	17,110 $321,000

Q2 2017 Aug 14, 2017	BUY	N/A	14,676	14,676 $276,000

Others Institutions Holding FIF

# of Institutions

4

Shares Held

145K

Call Options Held

0

Put Options Held

0

About FIRST TRUST ENERGY INFRASTRUCTURE FUND

Ticker FIF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
First Trust Energy Infrastructure Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the energy infrastructure sector, including ...

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