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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70 hedge funds and large institutions have $67.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$1.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.8M
3
CW
3
CreativeOne Wealth
Kansas
$615K
4
Ameriprise
4
Ameriprise
Minnesota
$598K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.09M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.81M
2
QC
2
Quantedge Capital
Singapore
$1.39M
3
MC
3
Matisse Capital
Oregon
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.45M
5
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$452K -$17.3K -2,502 -4%
DADC
27
D.A. Davidson & Co
Montana
$438K -$1.13K -164 -0.3%
FAM
28
Formidable Asset Management
Ohio
$429K +$96.5K +14,000 +29%
GA
29
Greytown Advisors
Florida
$372K – – –
Wells Fargo
30
Wells Fargo
California
$360K -$118K -17,035 -25%
KPWS
31
Kestra Private Wealth Services
Texas
$357K -$40.8K -5,907 -10%
EVC
32
Eidelman Virant Capital
Missouri
$348K -$72.2K -10,500 -17%
BWG
33
Beta Wealth Group
California
$348K -$9.85K -1,425 -3%
MIAN
34
Mariner Independent Advisor Network
Kansas
$246K -$41.6K -6,066 -14%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$206K -$18.7K -2,700 -8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$179K +$17.1K +2,486 +11%
SKK
37
Shepherd Kaplan Krochuk
Massachusetts
$174K – – –
MC
38
Moors & Cabot
Massachusetts
$153K +$36.2K +5,250 +31%
OC
39
Oppenheimer & Co
New York
$147K +$44.8K +6,500 +44%
SMC
40
Smith, Moore & Co
Missouri
$143K -$11.4K -1,650 -7%
Stifel Financial
41
Stifel Financial
Missouri
$140K +$39.7K +5,735 +40%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$137K +$311 +45 +0.2%
DWT
43
Dorsey & Whitney Trust
South Dakota
$128K -$18.2K -2,648 -12%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$126K +$38.3K +5,542 +44%
HAG
45
HighPoint Advisor Group
Illinois
$86K +$106 +15 +0.1%
SIA
46
Sit Investment Associates
Minnesota
$82K +$20.7K +3,000 +34%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$80K -$7.58K -1,100 -9%
KWM
48
Kingsview Wealth Management
Oregon
$80K +$2.08K +300 +3%
FFWM
49
Future Financial Wealth Management
Ohio
$73K – – –
CF
50
Centaurus Financial
California
$71K +$693 +100 +1%
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