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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46 hedge funds and large institutions have $148M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
20
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.26M
2
TT
2
Tiedemann Trust
Delaware
$16.9M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.72M
4
LPL Financial
4
LPL Financial
California
$3.71M
5
Wells Fargo
5
Wells Fargo
California
$7.11M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$4.49M
2
UB
2
UMB Bank
Missouri
$13.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$10.5M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
26
IFC Holdings
Florida
$368K +$368K +27,690 New
BF
27
BOK Financial
Oklahoma
$284K +$69.5K +5,104 +32%
CWM
28
Concert Wealth Management
California
$281K +$281K +20,616 New
WS
29
Wedbush Securities
California
$268K -$16.6K -1,219 -6%
OC
30
Oppenheimer & Co
New York
$257K -$37.6K -2,759 -13%
CBA
31
Coastal Bridge Advisors
Connecticut
$251K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$235K +$235K +17,272 New
CA
33
Cetera Advisors
Colorado
$229K +$229K +17,008 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$201K +$201K +14,800 New
NFG
35
Nations Financial Group
Iowa
$157K +$157K +11,566 New
CC
36
Courier Capital
New York
$141K +$141K +10,350 New
FAM
37
Formidable Asset Management
Ohio
$114K -$130K -9,150 -53%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$96K -$62.3K -4,635 -39%
KF
39
Krilogy Financial
Missouri
$64K +$64K +4,720 New
DADC
40
D.A. Davidson & Co
Montana
$47K – – –
MFS
41
MSI Financial Services
Massachusetts
$35K +$1.06K +79 +3%
WA
42
WFG Advisors
Texas
$31K +$9.57K +710 +45%
BC
43
Bartlett & Co
Ohio
$20K – – –
IA
44
IFP Advisors
Florida
$20K +$568 +50 +3%
GWM
45
Geneos Wealth Management
Colorado
$10K +$10K +800 New
TRCT
46
Tower Research Capital (TRC)
New York
$2K -$27.4K -2,467 -93%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
– -$3.29M -249,051 Closed
WAM
48
Weiss Asset Management
Massachusetts
– -$1.4M -105,797 Closed
TFA
49
Transamerica Financial Advisors
Florida
– -$521K -39,350 Closed
CRC
50
Curi RMB Capital
Illinois
– -$476K -36,018 Closed
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