FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

57 hedge funds and large institutions have $160M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$582K -$20.3K -1,317 -3%
CA
27
Cetera Advisors
Colorado
$580K +$146K +9,483 +34%
Citigroup
28
Citigroup
New York
$579K -$414K -26,900 -42%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$490K -$373K -24,191 -43%
PAS
30
Partnervest Advisory Services
California
$480K
Ameriprise
31
Ameriprise
Minnesota
$465K -$14.2K -920 -3%
Stifel Financial
32
Stifel Financial
Missouri
$424K +$187K +12,233 +79%
NFA
33
Nuveen Fund Advisors
Illinois
$283K -$99.5K -6,535 -26%
BF
34
BOK Financial
Oklahoma
$270K +$14.2K +923 +6%
WS
35
Wedbush Securities
California
$236K -$8.04K -522 -3%
SIA
36
Sit Investment Associates
Minnesota
$231K -$1.66M -107,488 -88%
DWT
37
Dorsey & Whitney Trust
South Dakota
$224K +$5.13K +332 +2%
EWM
38
Evercore Wealth Management
New York
$221K
AW
39
ACG Wealth
Georgia
$169K +$3.7K +242 +2%
IA
40
IFP Advisors
Florida
$136K +$28.8K +1,864 +27%
LCM
41
Liberty Capital Management
Michigan
$108K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$77K -$30.2K -1,964 -28%
Creative Planning
43
Creative Planning
Kansas
$74K +$18.5K +1,200 +33%
KF
44
Krilogy Financial
Missouri
$65K -$68K
BFEC
45
Benjamin F. Edwards & Company
Missouri
$65K +$750 +49 +1%
DADC
46
D.A. Davidson & Co
Montana
$57K +$3.8K +250 +7%
CHC
47
City Holding Co
West Virginia
$29K
RFM
48
Royal Fund Management
Florida
$24K
BC
49
Bartlett & Co
Ohio
$23K
WIM
50
Westside Investment Management
California
$21.4K +$21.4K +1,400 New