HighTower Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

HighTower Advisors’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
2024 Q1	–	Sell	-120,707	Closed	-$1.03M	–	4096
2023 Q4	$1.03M	Sell	120,707 -7,845	-6%	-$65.5K	﹤0.01%	1826
2023 Q3	$1.02M	Sell	128,552 -1,145	-0.9%	-$9.17K	﹤0.01%	1761
2023 Q2	$1M	Hold	129,697	–	–	﹤0.01%	1756
2023 Q1	$993K	Sell	129,697 -1,400	-1%	-$11K	﹤0.01%	1675
2022 Q4	$1.02M	Buy	+131,097	New	+$1.02M	﹤0.01%	1661

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

AAM

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

HighTower Advisors's FEI Position: Q1 2024 in Review

HighTower Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2024, closing a stake of 120,707 shares — an estimated $1.03M sold.

HighTower Advisors first reported a position in FEI in Q4 2022 and held it in 5 quarters. The position peaked at $1.03M in Q4 2023. 96 funds tracked by Wall St. Rank hold FEI as of Q1 2024.

HighTower Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 120,707 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2024, an estimated $1.03M.
HighTower Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2022 and held it in 5 quarters.
HighTower Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $1.03M in Q4 2023.
96 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.