FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

71 hedge funds and large institutions have $162M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
26
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$668K -$342K -27,174 -34%
FAM
27
Formidable Asset Management
Ohio
$607K +$34.3K +2,750 +6%
Bank of America
28
Bank of America
North Carolina
$571K -$11.1K -886 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$569K +$102K +8,154 +22%
Millennium Management
30
Millennium Management
New York
$560K +$305K +24,342 +119%
OC
31
Oppenheimer & Co
New York
$508K -$224K -17,863 -31%
BTS
32
BB&T Securities
Virginia
$487K -$19.5K -1,559 -4%
PAS
33
Partnervest Advisory Services
California
$438K
WAM
34
Wolverine Asset Management
Illinois
$431K +$431K +34,490 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$378K +$216K +17,319 +134%
G
36
GenTrust
Florida
$309K +$309K +24,750 New
SMC
37
Smith, Moore & Co
Missouri
$300K +$31.2K +2,495 +12%
WS
38
Wedbush Securities
California
$269K +$14K +1,118 +5%
William Blair & Company
39
William Blair & Company
Illinois
$264K +$14.1K +1,125 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$263K +$262 +21 +0.1%
OFG
41
OTA Financial Group
New York
$258K
Invesco
42
Invesco
Georgia
$215K -$515K -41,099 -71%
DWT
43
Dorsey & Whitney Trust
South Dakota
$206K +$5.26K +420 +3%
Citigroup
44
Citigroup
New York
$198K -$46.8K -3,734 -19%
DADC
45
D.A. Davidson & Co
Montana
$191K +$191K +15,258 New
FAAS
46
First Allied Advisory Services
California
$183K
EWM
47
Evercore Wealth Management
New York
$154K
1IA
48
1834 Investment Advisors
Wisconsin
$105K
AF
49
Advisornet Financial
Minnesota
$99K
RAM
50
Riggs Asset Management
Pennsylvania
$89K