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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78 hedge funds and large institutions have $87.8M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$6.09M
2
AAM
2
Advisors Asset Management
Colorado
$5.8M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.57M
4
Ameriprise
4
Ameriprise
Minnesota
$1.34M
5
LPL Financial
5
LPL Financial
California
$1.86M

Top Sellers

1
EL
1
Essex LLC
Illinois
$0
2
CA
2
Cornerstone Advisors
North Carolina
$1.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.3M
4
WAM
4
Wolverine Asset Management
Illinois
$69K
5
Invesco
5
Invesco
Georgia
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$377K -$4.5K -585 -1%
KPWS
27
Kestra Private Wealth Services
Texas
$356K -$16.1K -2,088 -4%
KACA
28
Kayne Anderson Capital Advisors
California
$348K -$35.2K -4,582 -9%
AIA
29
Avalon Investment & Advisory
Texas
$323K – – –
MWC
30
MBM Wealth Consultants
Missouri
$312K -$69K -8,975 -18%
GC
31
Guggenheim Capital
Illinois
$299K -$4.23K -551 -1%
Invesco
32
Invesco
Georgia
$290K -$248K -32,200 -46%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$282K +$1.56K +200 +0.6%
Truist Financial
34
Truist Financial
North Carolina
$240K +$845 +110 +0.4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$228K +$134K +17,425 +142%
Bank of America
36
Bank of America
North Carolina
$212K +$28.9K +3,764 +16%
MIAN
37
Mariner Independent Advisor Network
Kansas
$209K -$52.9K -7,077 -20%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$206K -$3.13K -407 -1%
SMC
39
Smith, Moore & Co
Missouri
$187K – – –
OC
40
Oppenheimer & Co
New York
$185K +$20.8K +2,700 +13%
AAS
41
Avantax Advisory Services
Texas
$181K +$3.35K +435 +2%
BPFA
42
Barnes Pettey Financial Advisors
Mississippi
$179K – – –
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$178K +$89K +11,574 +100%
Stifel Financial
44
Stifel Financial
Missouri
$173K +$6.8K +886 +4%
MC
45
Moors & Cabot
Massachusetts
$171K – – –
VF
46
Virtu Financial
New York
$152K +$152K +19,735 New
SIA
47
Sit Investment Associates
Minnesota
$140K -$11.6K -1,500 -8%
PFS
48
Prospera Financial Services
Texas
$134K – – –
IA
49
IFP Advisors
Florida
$123K – – –
RCWM
50
Royal Capital Wealth Management
Indiana
$117K +$223 +29 +0.2%
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