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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62 hedge funds and large institutions have $139M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.12M
3
Millennium Management
Millennium Management
New York
+$809K
4
NMC
Nine Masts Capital
Hong Kong
+$780K
5
CRC
Curi RMB Capital
Illinois
+$767K

Top Sellers

1
SFG
SNS Financial Group
Minnesota
-$6.32M
2
PFM
Premier Fund Managers
United Kingdom
-$3.08M
3
UB
UMB Bank
Missouri
-$2.21M
4
Wells Fargo
Wells Fargo
California
-$2.08M
5
CA
Cetera Advisors
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Formidable Asset Management
Ohio
$578K +$95.5K +7,800 +20%
BTS
27
BB&T Securities
Virginia
$505K +$21.1K +1,725 +4%
OFG
28
OTA Financial Group
New York
$474K -$628K -51,331 -57%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$455K +$40.8K +3,331 +10%
PAS
30
Partnervest Advisory Services
California
$417K +$60.1K +4,900 +17%
OC
31
Oppenheimer & Co
New York
$409K +$77.2K +6,302 +23%
WAM
32
Wolverine Asset Management
Illinois
$404K +$404K +33,027 New
Ameriprise
33
Ameriprise
Minnesota
$334K -$387K -31,972 -54%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$330K -$22.9K -1,878 -6%
WS
35
Wedbush Securities
California
$253K +$26.9K +2,201 +12%
Citigroup
36
Citigroup
New York
$250K +$588 +48 +0.2%
SMC
37
Smith, Moore & Co
Missouri
$237K -$211K -17,240 -47%
DWT
38
Dorsey & Whitney Trust
South Dakota
$191K +$4.75K +388 +3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$159K +$32K +2,605 +25%
EWM
40
Evercore Wealth Management
New York
$151K – – –
NFA
41
Nuveen Fund Advisors
Illinois
$148K -$9.99K -817 -6%
ABTD
42
Arvest Bank Trust Division
Oklahoma
$148K +$148K +12,100 New
Mariner
43
Mariner
Kansas
$140K +$140K +11,403 New
FAAS
44
First Allied Advisory Services
California
$128K -$788 -64 -0.6%
AF
45
Advisornet Financial
Minnesota
$104K +$104K +8,500 New
1IA
46
1834 Investment Advisors
Wisconsin
$103K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$67K +$13.8K +1,129 +26%
IA
48
IFP Advisors
Florida
$51K – – –
KF
49
Krilogy Financial
Missouri
$41K -$55K – –
SPIA
50
Steward Partners Investment Advisory
New York
$33K – – –
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