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 $74.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.1M
2
UBS Group
UBS Group
Switzerland
$4.2M
3
BIM
Bridges Investment Management
Nebraska
$1.06M
4
RJA
Raymond James & Associates
Florida
$2.51M
5
WAM
Weiss Asset Management
Massachusetts
$454K

Top Sellers

1
EL
Essex LLC
Illinois
$5.11M
2
QC
Quantedge Capital
Singapore
$261K
3
UB
UMB Bank
Missouri
$109K
4
MWC
MBM Wealth Consultants
Missouri
$671K
5
PAIM
Punch & Associates Investment Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Greytown Advisors
Florida
$390K – – –
WAM
27
Wolverine Asset Management
Illinois
$365K +$365K +50,448 New
WP
28
WealthSource Partners
California
$363K +$72.6K +10,000 +25%
KACA
29
Kayne Anderson Capital Advisors
California
$361K +$145 +20 +0%
KPWS
30
Kestra Private Wealth Services
Texas
$350K -$35.1K -4,848 -9%
BWG
31
Beta Wealth Group
California
$305K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$268K +$35K +4,815 +15%
QC
33
Quantedge Capital
Singapore
$261K -$698K -96,315 -73%
Truist Financial
34
Truist Financial
North Carolina
$221K -$167K -23,067 -43%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$194K +$10.9K +1,500 +6%
SMC
36
Smith, Moore & Co
Missouri
$186K +$3.87K +533 +2%
BPFA
37
Barnes Pettey Financial Advisors
Mississippi
$169K +$169K +23,283 New
MC
38
Moors & Cabot
Massachusetts
$161K – – –
OC
39
Oppenheimer & Co
New York
$155K – – –
Stifel Financial
40
Stifel Financial
Missouri
$150K +$3.71K +510 +3%
CW
41
CreativeOne Wealth
Kansas
$147K -$163K -22,411 -53%
DWT
42
Dorsey & Whitney Trust
South Dakota
$141K +$2.47K +341 +2%
PFS
43
Prospera Financial Services
Texas
$131K -$6.33K -873 -5%
RCWM
44
Royal Capital Wealth Management
Indiana
$110K +$110K +15,179 New
UB
45
UMB Bank
Missouri
$109K -$546K -75,518 -83%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$109K -$3.62K -502 -3%
CA
47
Cetera Advisors
Colorado
$100K +$7.32K +1,006 +8%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$96K -$9.24K -1,275 -9%
TSS
49
Two Sigma Securities
New York
$91K +$91K +12,536 New
CAN
50
Cetera Advisor Networks
California
$89K +$440 +61 +0.5%
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