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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73 hedge funds and large institutions have $117M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
16
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
Relative Value Partners Group
$5.56M
2
WAM
Wolverine Asset Management
Illinois
$3.93M
3
HI
HBK Investments
Texas
$2.94M
4
Wells Fargo
Wells Fargo
California
$3.01M
5
Morgan Stanley
Morgan Stanley
New York
$40.2M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$963K
2
TA
Tiedemann Advisors
New York
$5.2M
3
IP
Intellectus Partners
California
$0
4
SI
Stephens Inc
Arkansas
$459K
5
CA
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$739K -$638K -65,126 -46%
SIA
27
Sit Investment Associates
Minnesota
$728K -$294K -30,000 -29%
6M
28
6 Meridian
Kansas
$690K +$690K +70,436 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$668K +$371K +37,843 +125%
MWM
30
Merriman Wealth Management
Washington
$661K +$661K +64,000 New
IC
31
Inscription Capital
Texas
$647K +$647K +66,050 New
NCM
32
Next Capital Management
New York
$619K +$619K +63,143 New
BTS
33
BB&T Securities
Virginia
$613K +$232K +23,676 +61%
PAS
34
Partnervest Advisory Services
California
$546K +$203K +20,700 +59%
SI
35
Stephens Inc
Arkansas
$459K -$874K -89,155 -66%
KWA
36
KCS Wealth Advisory
California
$406K -$628K -64,044 -61%
OC
37
Oppenheimer & Co
New York
$336K -$61.1K -6,250 -15%
Stifel Financial
38
Stifel Financial
Missouri
$332K -$186K -19,187 -36%
SMC
39
Smith, Moore & Co
Missouri
$301K +$66.1K +6,751 +28%
Bank of America
40
Bank of America
North Carolina
$289K -$158K -16,101 -35%
KACA
41
Kayne Anderson Capital Advisors
California
$245K +$245K +25,000 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$226K -$220K -22,454 -49%
WS
43
Wedbush Securities
California
$206K -$4.95K -505 -2%
DADC
44
D.A. Davidson & Co
Montana
$202K +$52.1K +5,307 +35%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$200K -$6.01K -614 -3%
DWT
46
Dorsey & Whitney Trust
South Dakota
$166K +$4.42K +450 +3%
Invesco
47
Invesco
Georgia
$159K -$8.96K -914 -5%
FAAS
48
First Allied Advisory Services
California
$144K – – –
EWM
49
Evercore Wealth Management
New York
$121K – – –
Citigroup
50
Citigroup
New York
$120K -$35.2K -3,586 -23%
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