Hancock Whitney’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Hancock Whitney’s Portfolio FEI Stock Details FEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-41,995	Closed	-$321K	–	667
2023 Q1	$321K	Hold	41,995	–	–	0.01%	526
2022 Q4	$328K	Buy	+41,995	New	+$325K	0.01%	522

Other funds holding FEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hancock Whitney's FEI Position: Q2 2023 in Review

Hancock Whitney sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2023, closing a stake of 41,995 shares — an estimated $321K sold.

Hancock Whitney first reported a position in FEI in Q4 2022 and held it in 2 quarters. The position peaked at $328K in Q4 2022. 84 funds tracked by Wall St. Rank hold FEI as of Q2 2023.

Hancock Whitney reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2023 after selling out during the quarter.
Hancock Whitney sold 41,995 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2023, an estimated $321K.
Hancock Whitney first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2022 and held it in 2 quarters.
Hancock Whitney's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $328K in Q4 2022.
84 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2023.

Based on Hancock Whitney's 13F filing for Q2 2023, filed 10 Aug 2023.