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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64 hedge funds and large institutions have $149M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.47%
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
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.24M
2
PFM
Premier Fund Managers
United Kingdom
$7.73M
3
SI
Stephens Inc
Arkansas
$2.48M
4
AAM
Advisors Asset Management
Colorado
$5.01M
5
SIA
Sit Investment Associates
Minnesota
$1.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$52.5M
2
UB
UMB Bank
Missouri
$13.1M
3
RAM
Riggs Asset Management
Pennsylvania
$93K
4
KWA
KCS Wealth Advisory
California
$2.31M
5
TA
Tiedemann Advisors
New York
$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$762K +$327K +25,092 +75%
Invesco
27
Invesco
Georgia
$759K -$43.9K -3,365 -5%
Ameriprise
28
Ameriprise
Minnesota
$755K +$396K +30,365 +110%
Bank of America
29
Bank of America
North Carolina
$606K -$110K -8,405 -15%
FAM
30
Formidable Asset Management
Ohio
$599K -$16K -1,225 -3%
Stifel Financial
31
Stifel Financial
Missouri
$548K -$93.6K -7,165 -15%
BTS
32
BB&T Securities
Virginia
$528K -$9.3K -714 -2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$487K +$3.54K +272 +0.7%
PAS
34
Partnervest Advisory Services
California
$456K +$13K +1,000 +3%
CWM
35
Cornerstone Wealth Management
Missouri
$400K +$400K +5,148 New
SMC
36
Smith, Moore & Co
Missouri
$280K +$28K +2,146 +11%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$274K -$78.1K -5,993 -22%
WS
38
Wedbush Securities
California
$266K -$3.69K -283 -1%
Millennium Management
39
Millennium Management
New York
$265K -$594K -45,699 -69%
William Blair & Company
40
William Blair & Company
Illinois
$261K +$261K +20,000 New
OFG
41
OTA Financial Group
New York
$258K -$245K -18,901 -49%
Citigroup
42
Citigroup
New York
$255K -$11.2K -862 -4%
DWT
43
Dorsey & Whitney Trust
South Dakota
$209K +$5.66K +434 +3%
FAAS
44
First Allied Advisory Services
California
$190K +$54.7K +4,206 +40%
AL
45
Aspiriant LLC
California
$181K +$181K +13,898 New
EWM
46
Evercore Wealth Management
New York
$160K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$159K – – –
1IA
48
1834 Investment Advisors
Wisconsin
$109K – – –
AF
49
Advisornet Financial
Minnesota
$103K -$7.82K -600 -7%
RAM
50
Riggs Asset Management
Pennsylvania
$93K -$1.89M -145,536 -95%
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