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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50 hedge funds and large institutions have $167M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
22
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
+$5.81M
2
TA
Tiedemann Advisors
New York
+$4.37M
3
RAM
Riggs Asset Management
Pennsylvania
+$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$916K
5
SIA
Sit Investment Associates
Minnesota
+$696K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.73M
2
TT
Tiedemann Trust
Delaware
-$3.31M
3
LPL Financial
LPL Financial
California
-$1.68M
4
AAM
Advisors Asset Management
Colorado
-$1.33M
5
MLIM
Mountain Lake Investment Management
Florida
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
26
IFC Holdings
Florida
$536K +$106K +6,795 +25%
PAS
27
Partnervest Advisory Services
California
$441K -$333K -21,300 -43%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$406K +$406K +25,951 New
CA
29
Cetera Advisors
Colorado
$380K +$114K +7,258 +43%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$336K +$66K +4,225 +24%
BF
31
BOK Financial
Oklahoma
$326K – – –
WS
32
Wedbush Securities
California
$302K -$5.92K -379 -2%
Stifel Financial
33
Stifel Financial
Missouri
$253K +$253K +16,163 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$252K +$20.3K +1,298 +9%
CS
35
Comerica Securities
Michigan
$186K +$186K +11,890 New
NFG
36
Nations Financial Group
Iowa
$182K +$1.42K +91 +0.8%
FAM
37
Formidable Asset Management
Ohio
$177K +$52.2K +3,350 +42%
ICAS
38
Investors Capital Advisory Services
Massachusetts
$161K +$161K +10,350 New
IA
39
IFP Advisors
Florida
$131K +$103K +6,619 +376%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$112K +$437 +28 +0.4%
KF
41
Krilogy Financial
Missouri
$66K -$64K -4,720 Closed
WA
42
WFG Advisors
Texas
$65K +$29.3K +1,890 +82%
DADC
43
D.A. Davidson & Co
Montana
$54K – – –
MFS
44
MSI Financial Services
Massachusetts
$42K +$1.02K +65 +2%
BC
45
Bartlett & Co
Ohio
$23K – – –
Creative Planning
46
Creative Planning
Kansas
$15K +$15K +960 New
GWM
47
Geneos Wealth Management
Colorado
$12K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$8K +$8K +508 New
SEI Investments
49
SEI Investments
Pennsylvania
$4K +$4K +250 New
WP
50
WealthPLAN Partners
Nebraska
$16 +$16 +1,000 New
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