FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Overview Fund Activity
Delisted

FEI was delisted on the 3rd of May, 2024.

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49 hedge funds and large institutions have $146M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
20
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$26.2M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$5.19M
3
TT
3
Tiedemann Trust
Delaware
$12M
4
Wells Fargo
4
Wells Fargo
California
$5.96M
5
VWM
5
Vector Wealth Management
Minnesota
$4.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.4M
2
AAM
2
Advisors Asset Management
Colorado
$11.8M
3
MLIM
3
Mountain Lake Investment Management
Florida
$1.06M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$521K +$354K +26,700 +211%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$510K -$71.4K -5,400 -12%
CRC
28
Curi RMB Capital
Illinois
$476K +$476K +36,018 New
OC
29
Oppenheimer & Co
New York
$286K +$286K +21,636 New
WS
30
Wedbush Securities
California
$277K +$58.1K +4,392 +27%
CBA
31
Coastal Bridge Advisors
Connecticut
$244K +$244K +18,425 New
FAM
32
Formidable Asset Management
Ohio
$213K -$29.2K -2,350 -12%
BF
33
BOK Financial
Oklahoma
$208K +$208K +15,765 New
Jane Street
34
Jane Street
New York
$188K +$188K +14,185 New
LCM
35
Landscape Capital Management
New Jersey
$187K +$187K +14,147 New
CS
36
Credit Suisse
Switzerland
$167K +$167K +12,650 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$156K +$14.2K +1,075 +10%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$118K +$118K +8,955 New
AIA
39
Allegis Investment Advisors
Idaho
$90K +$90K +6,790 New
DADC
40
D.A. Davidson & Co
Montana
$46K -$65.7K -5,000 -59%
TRCT
41
Tower Research Capital (TRC)
New York
$35K +$23.2K +1,755 +197%
MFS
42
MSI Financial Services
Massachusetts
$33K +$33K +2,525 New
IA
43
IFP Advisors
Florida
$23K +$23K +1,710 New
WA
44
WFG Advisors
Texas
$21K +$13.2K +1,000 +169%
BC
45
Bartlett & Co
Ohio
$19K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AP
47
Atwood & Palmer
Missouri
$4K – – –
WCMNY
48
Westchester Capital Management (New York)
New York
$2K – – –
WP
49
WealthPLAN Partners
Nebraska
$26 +$26 +2,000 New
Stifel Financial
50
Stifel Financial
Missouri
– -$394K -24,800 Closed
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