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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55 hedge funds and large institutions have $155M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
21
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$23.4M
2
VWM
2
Vector Wealth Management
Minnesota
$7.69M
3
RAM
3
Riggs Asset Management
Pennsylvania
$3.37M
4
UBS Group
4
UBS Group
Switzerland
$3.19M
5
DA
5
Doliver Advisors
Texas
$455K

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$0
2
AAM
2
Advisors Asset Management
Colorado
$5.77M
3
GC
3
Guggenheim Capital
Illinois
$4.01M
4
SIA
4
Sit Investment Associates
Minnesota
$7.69M
5
Bank of America
5
Bank of America
North Carolina
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$572K +$78.3K +4,853 +16%
PAS
27
Partnervest Advisory Services
California
$536K +$80.7K +5,000 +18%
DA
28
Doliver Advisors
Texas
$455K +$455K +28,185 New
CA
29
Cetera Advisors
Colorado
$453K +$62.5K +3,891 +16%
NFA
30
Nuveen Fund Advisors
Illinois
$399K -$288K -17,848 -42%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$380K +$121K +7,502 +47%
BF
32
BOK Financial
Oklahoma
$337K – – –
PAG
33
Private Advisor Group
New Jersey
$264K +$50.7K +3,097 +24%
FAM
34
Formidable Asset Management
Ohio
$263K +$79.9K +4,950 +44%
WS
35
Wedbush Securities
California
$226K -$84.3K -5,228 -27%
DWT
36
Dorsey & Whitney Trust
South Dakota
$224K +$5.01K +310 +2%
CS
37
Comerica Securities
Michigan
$213K +$36.3K +2,245 +21%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$210K +$210K +13,029 New
NFG
39
Nations Financial Group
Iowa
$198K +$8.18K +506 +4%
Stifel Financial
40
Stifel Financial
Missouri
$188K +$188K +11,464 New
IA
41
IFP Advisors
Florida
$131K -$11.7K -727 -8%
EWM
42
Evercore Wealth Management
New York
$127K +$127K +7,865 New
LCM
43
Liberty Capital Management
Michigan
$117K -$8.3K -500 -7%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$102K +$102K +6,329 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$89K -$27.6K -1,704 -24%
MFS
46
MSI Financial Services
Massachusetts
$81K +$37.1K +2,311 +85%
FNBT
47
FineMark National Bank & Trust
Florida
$76K – – –
KF
48
Krilogy Financial
Missouri
$68K -$70K – –
DADC
49
D.A. Davidson & Co
Montana
$56K – – –
Creative Planning
50
Creative Planning
Kansas
$40K +$28.6K +1,790 +252%
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