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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74 hedge funds and large institutions have $85.6M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
30
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.92M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.81M
3
WAM
3
Wolverine Asset Management
Illinois
$1.2M
4
AAM
4
Advisors Asset Management
Colorado
$6.05M
5
WA
5
WESPAC Advisors
California
$552K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.3M
2
UBS Group
2
UBS Group
Switzerland
$3.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$500K -$12K -1,675 -2%
Wells Fargo
27
Wells Fargo
California
$443K +$85.2K +11,905 +24%
WTC
28
WhitTier Trust Company
Nevada
$352K +$352K +49,271 New
KPWS
29
Kestra Private Wealth Services
Texas
$301K -$29.9K -4,182 -9%
AIA
30
Avalon Investment & Advisory
Texas
$300K – – –
KACA
31
Kayne Anderson Capital Advisors
California
$299K -$24.3K -3,400 -8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$279K +$20.1K +2,815 +8%
Walleye Capital
33
Walleye Capital
New York
$249K +$249K +34,775 New
Stifel Financial
34
Stifel Financial
Missouri
$226K +$65K +9,106 +40%
Truist Financial
35
Truist Financial
North Carolina
$223K -$630 -88 -0.3%
MIAN
36
Mariner Independent Advisor Network
Kansas
$200K +$336 +47 +0.2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$191K – – –
OC
38
Oppenheimer & Co
New York
$176K +$4.01K +560 +2%
AAS
39
Avantax Advisory Services
Texas
$176K +$7.42K +1,036 +4%
MWC
40
MBM Wealth Consultants
Missouri
$175K -$123K -16,775 -41%
SMC
41
Smith, Moore & Co
Missouri
$175K +$716 +100 +0.4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$172K -$39.5K -5,537 -19%
MC
43
Moors & Cabot
Massachusetts
$171K +$12.6K +1,770 +8%
Bank of America
44
Bank of America
North Carolina
$170K -$26.7K -3,750 -14%
BPFA
45
Barnes Pettey Financial Advisors
Mississippi
$166K – – –
SIA
46
Sit Investment Associates
Minnesota
$130K – – –
IA
47
IFP Advisors
Florida
$127K +$3.97K +307 +3%
PFS
48
Prospera Financial Services
Texas
$124K – – –
RCWM
49
Royal Capital Wealth Management
Indiana
$109K +$214 +30 +0.2%
BRWA
50
B. Riley Wealth Advisors
Florida
$105K +$25.4K +3,540 +32%
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