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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67 hedge funds and large institutions have $69.2M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.65M
2
AIA
2
Avalon Investment & Advisory
Texas
$332K
3
UB
3
UMB Bank
Missouri
$976K
4
LPL Financial
4
LPL Financial
California
$1.56M
5
IWM
5
IHT Wealth Management
Illinois
$221K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WW
2
Waterfront Wealth
Kansas
$0
3
QC
3
Quantedge Capital
Singapore
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.46M
5
EVC
5
Eidelman Virant Capital
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$397K -$15.3K -1,938 -4%
CW
27
CreativeOne Wealth
Kansas
$394K -$311K -39,256 -44%
KACA
28
Kayne Anderson Capital Advisors
California
$394K -$223K -28,200 -36%
BWG
29
Beta Wealth Group
California
$351K -$47.3K -5,973 -12%
AIA
30
Avalon Investment & Advisory
Texas
$332K +$332K +41,995 New
MIAN
31
Mariner Independent Advisor Network
Kansas
$283K +$504 +64 +0.2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$236K – – –
IWM
33
IHT Wealth Management
Illinois
$221K +$221K +28,000 New
SKK
34
Shepherd Kaplan Krochuk
Massachusetts
$199K – – –
MC
35
Moors & Cabot
Massachusetts
$176K – – –
SMC
36
Smith, Moore & Co
Missouri
$171K +$7.82K +989 +5%
OC
37
Oppenheimer & Co
New York
$169K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$158K +$973 +123 +0.6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$156K -$49.5K -6,250 -24%
PFS
40
Prospera Financial Services
Texas
$150K +$150K +18,951 New
DWT
41
Dorsey & Whitney Trust
South Dakota
$149K +$1.62K +205 +1%
Stifel Financial
42
Stifel Financial
Missouri
$146K -$14.2K -1,788 -9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$137K -$6.92K -877 -5%
CF
44
Centaurus Financial
California
$97K +$15.8K +2,000 +20%
CAN
45
Cetera Advisor Networks
California
$97K +$97K +12,222 New
HAG
46
HighPoint Advisor Group
Illinois
$96K – – –
SIA
47
Sit Investment Associates
Minnesota
$94K – – –
KWM
48
Kingsview Wealth Management
Oregon
$91K – – –
FFWM
49
Future Financial Wealth Management
Ohio
$83K – – –
QOP
50
Quinn Opportunity Partners
Virginia
$79K – – –
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