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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58 hedge funds and large institutions have $186M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
23
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.4M
2
SFG
2
SNS Financial Group
Minnesota
$6.32M
3
CRC
3
Curi RMB Capital
Illinois
$5.86M
4
PFM
4
Premier Fund Managers
United Kingdom
$8.29M
5
OFG
5
OTA Financial Group
New York
$1.41M

Top Sellers

1
UB
1
UMB Bank
Missouri
$24.2M
2
Wells Fargo
2
Wells Fargo
California
$4.79M
3
TA
3
Tiedemann Advisors
New York
$12.5M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
IH
5
IFC Holdings
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$932K +$476K +30,416 +104%
Stifel Financial
27
Stifel Financial
Missouri
$780K +$265K +17,009 +52%
BTS
28
BB&T Securities
Virginia
$618K -$264K -16,881 -30%
FAM
29
Formidable Asset Management
Ohio
$616K +$225K +14,413 +58%
SMC
30
Smith, Moore & Co
Missouri
$572K +$572K +36,574 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$529K -$6.94K -443 -1%
PAS
32
Partnervest Advisory Services
California
$455K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$452K -$135K -8,653 -23%
OC
34
Oppenheimer & Co
New York
$424K +$109K +6,931 +34%
LPL Financial
35
LPL Financial
California
$321K +$107K +6,826 +50%
Citigroup
36
Citigroup
New York
$319K -$99.5K -6,349 -24%
WS
37
Wedbush Securities
California
$289K -$1.61K -103 -0.6%
DWT
38
Dorsey & Whitney Trust
South Dakota
$238K +$5.79K +370 +2%
NFA
39
Nuveen Fund Advisors
Illinois
$202K -$69.4K -4,437 -26%
EWM
40
Evercore Wealth Management
New York
$193K – – –
FAAS
41
First Allied Advisory Services
California
$164K +$1K +64 +0.6%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$161K +$51.5K +3,304 +47%
SNBOSCI
43
Security National Bank of Sioux City Iowa
Iowa
$160K +$160K +10,198 New
1IA
44
1834 Investment Advisors
Wisconsin
$131K +$131K +8,400 New
LCM
45
Liberty Capital Management
Michigan
$76K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$68K +$859 +55 +1%
KF
47
Krilogy Financial
Missouri
$55K -$52K – –
IA
48
IFP Advisors
Florida
$51K -$20.9K -1,342 -29%
SPIA
49
Steward Partners Investment Advisory
New York
$42K +$26.4K +1,700 +170%
HNB
50
Huntington National Bank
Ohio
$39K – – –
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