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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72 hedge funds and large institutions have $72.3M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.35M
2
QC
Quantedge Capital
Singapore
+$953K
3
RCM
Rivernorth Capital Management
Florida
+$842K
4
WP
WealthSource Partners
California
+$288K
5
CA
Cetera Advisors
Colorado
+$92K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$630K
2
SI
Stephens Inc
Arkansas
-$404K
3
GC
Guggenheim Capital
Illinois
-$309K
4
Invesco
Invesco
Georgia
-$306K
5
UB
UMB Bank
Missouri
-$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Greytown Advisors
Florida
$387K – – –
Truist Financial
27
Truist Financial
North Carolina
$386K -$64K -8,890 -14%
KPWS
28
Kestra Private Wealth Services
Texas
$383K -$8.67K -1,203 -2%
Wells Fargo
29
Wells Fargo
California
$361K -$489 -68 -0.1%
KACA
30
Kayne Anderson Capital Advisors
California
$359K – – –
CW
31
CreativeOne Wealth
Kansas
$307K -$51.3K -7,129 -14%
BWG
32
Beta Wealth Group
California
$305K -$14.4K -2,004 -5%
AIA
33
Avalon Investment & Advisory
Texas
$302K – – –
WP
34
WealthSource Partners
California
$288K +$288K +40,000 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$259K +$489 +68 +0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$231K +$16.6K +2,300 +8%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$182K +$40.3K +5,600 +28%
SMC
38
Smith, Moore & Co
Missouri
$181K +$25.1K +3,482 +16%
MC
39
Moors & Cabot
Massachusetts
$157K – – –
OC
40
Oppenheimer & Co
New York
$154K – – –
SKK
41
Shepherd Kaplan Krochuk
Massachusetts
$146K -$35.2K -4,890 -19%
Stifel Financial
42
Stifel Financial
Missouri
$145K +$12K +1,662 +9%
DWT
43
Dorsey & Whitney Trust
South Dakota
$137K +$2.13K +297 +2%
PFS
44
Prospera Financial Services
Texas
$136K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$112K -$12.4K -1,737 -10%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$105K -$39.4K -5,450 -27%
CA
47
Cetera Advisors
Colorado
$92K +$92K +12,745 New
HAG
48
HighPoint Advisor Group
Illinois
$88K – – –
CAN
49
Cetera Advisor Networks
California
$88K +$430 +60 +0.5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$88K +$88K +12,276 New
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