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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76 hedge funds and large institutions have $93.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$3.53M
2
ACM
Anfield Capital Management
California
+$2.27M
3
BIM
Bridges Investment Management
Nebraska
+$1.91M
4
AAM
Advisors Asset Management
Colorado
+$1.24M
5
Morgan Stanley
Morgan Stanley
New York
+$923K

Top Sellers

1
EL
Essex LLC
Illinois
-$2.24M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$1.38M
3
RCM
Rivernorth Capital Management
Florida
-$474K
4
WAM
Weiss Asset Management
Massachusetts
-$454K
5
MWC
MBM Wealth Consultants
Missouri
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$549K +$136K +16,410 +33%
Wells Fargo
27
Wells Fargo
California
$458K -$1.4K -170 -0.3%
KACA
28
Kayne Anderson Capital Advisors
California
$412K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$410K +$410K +49,644 New
MWC
30
MBM Wealth Consultants
Missouri
$409K -$355K -42,957 -46%
KPWS
31
Kestra Private Wealth Services
Texas
$399K +$396 +48 +0.1%
AIA
32
Avalon Investment & Advisory
Texas
$347K +$347K +41,995 New
GC
33
Guggenheim Capital
Illinois
$326K -$296K -35,803 -48%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$297K -$7.42K -900 -2%
MIAN
35
Mariner Independent Advisor Network
Kansas
$290K +$290K +35,045 New
Truist Financial
36
Truist Financial
North Carolina
$257K +$5.03K +609 +2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$225K +$3.36K +407 +2%
SMC
38
Smith, Moore & Co
Missouri
$201K -$10.7K -1,300 -5%
Bank of America
39
Bank of America
North Carolina
$197K +$115K +13,855 +139%
BPFA
40
Barnes Pettey Financial Advisors
Mississippi
$192K – – –
AAS
41
Avantax Advisory Services
Texas
$191K +$191K +23,101 New
CW
42
CreativeOne Wealth
Kansas
$187K +$19.7K +2,379 +12%
MC
43
Moors & Cabot
Massachusetts
$183K – – –
Stifel Financial
44
Stifel Financial
Missouri
$179K +$8.49K +1,027 +5%
OC
45
Oppenheimer & Co
New York
$176K – – –
SIA
46
Sit Investment Associates
Minnesota
$162K +$66K +8,000 +69%
PFS
47
Prospera Financial Services
Texas
$144K -$5.72K -691 -4%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$134K +$81.7K +9,907 +156%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$129K +$4.79K +583 +4%
RCWM
50
Royal Capital Wealth Management
Indiana
$126K +$249 +30 +0.2%
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