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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57 hedge funds and large institutions have $161M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% 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
7
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
UB
2
UMB Bank
Missouri
$25.6M
3
SIA
3
Sit Investment Associates
Minnesota
$1.34M
4
AAM
4
Advisors Asset Management
Colorado
$3.3M
5
PFM
5
Premier Fund Managers
United Kingdom
$6.05M

Top Sellers

1
SFG
1
SNS Financial Group
Minnesota
$0
2
Wells Fargo
2
Wells Fargo
California
$6.23M
3
Invesco
3
Invesco
Georgia
$1.77M
4
TA
4
Tiedemann Advisors
New York
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$774K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$711K 46,186 +8,542 +23%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$573K 37,546 +5,783 +18%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$522K 34,215 -3,479 -9%
Stifel Financial
29
Stifel Financial
Missouri
$507K 33,015 +5,285 +19%
PAS
30
Partnervest Advisory Services
California
$444K 29,100 -2,000 -6%
Ameriprise
31
Ameriprise
Minnesota
$444K 29,128 -1,025 -3%
Citigroup
32
Citigroup
New York
$407K 26,707 -10,871 -29%
FAM
33
Formidable Asset Management
Ohio
$381K 24,975 +24,975 New
OC
34
Oppenheimer & Co
New York
$307K 20,138 +20,138 New
WS
35
Wedbush Securities
California
$283K 18,585 +3,266 +21%
BF
36
BOK Financial
Oklahoma
$280K 18,373 +881 +5%
NFA
37
Nuveen Fund Advisors
Illinois
$265K 17,361 -1,229 -7%
DWT
38
Dorsey & Whitney Trust
South Dakota
$226K 14,840 +348 +2%
LPL Financial
39
LPL Financial
California
$209K 13,717 +13,717 New
William Blair & Company
40
William Blair & Company
Illinois
$205K 13,450 +13,450 New
EWM
41
Evercore Wealth Management
New York
$188K 12,306 -2,040 -14%
FAAS
42
First Allied Advisory Services
California
$158K 10,401 +10,401 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$107K 7,017 +2,012 +40%
IA
44
IFP Advisors
Florida
$70K 4,613 -4,187 -48%
LCM
45
Liberty Capital Management
Michigan
$70K 4,750 -2,300 -33%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$66K 4,297 +53 +1%
KF
47
Krilogy Financial
Missouri
– – – –
CHC
48
City Holding Co
West Virginia
$29K 1,870 – –
RFM
49
Royal Fund Management
Florida
$24K 1,577 – –
BC
50
Bartlett & Co
Ohio
$22K 1,462 – –
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