FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

FEI was delisted on the 3rd of May, 2024.

82 hedge funds and large institutions have $102M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
30
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$659K +$467K +59,842 +244%
WA
27
WESPAC Advisors
California
$598K -$4.51K -578 -0.7%
WP
28
WealthSource Partners
California
$547K -$37.5K -4,797 -6%
SI
29
Stephens Inc
Arkansas
$546K
CA
30
Cornerstone Advisors
North Carolina
$457K -$2.73M -349,862 -86%
DADC
31
D.A. Davidson & Co
Montana
$453K -$109K -14,020 -19%
OFG
32
OTA Financial Group
New York
$430K +$430K +55,102 New
WTC
33
WhitTier Trust Company
Nevada
$385K
ACM
34
Arlington Capital Management
Illinois
$360K +$360K +46,090 New
HW
35
Hancock Whitney
Mississippi
$328K +$328K +41,995 New
KACA
36
Kayne Anderson Capital Advisors
California
$327K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$306K +$1.72K +220 +0.6%
KPWS
38
Kestra Private Wealth Services
Texas
$273K -$55.3K -7,080 -17%
Stifel Financial
39
Stifel Financial
Missouri
$271K +$23.8K +3,050 +10%
WCM
40
Whitener Capital Management
North Carolina
$268K +$172K +22,070 +181%
Bank of America
41
Bank of America
North Carolina
$262K +$76.1K +9,746 +41%
Truist Financial
42
Truist Financial
North Carolina
$234K -$8.94K -1,145 -4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$210K
VAM
44
Verity Asset Management
North Carolina
$207K +$207K +26,496 New
IA
45
IFP Advisors
Florida
$194K +$66K +5,063 +52%
MWC
46
MBM Wealth Consultants
Missouri
$191K +$7.7K +1,000 +4%
SMC
47
Smith, Moore & Co
Missouri
$191K
MC
48
Moors & Cabot
Massachusetts
$184K -$3.12K -400 -2%
Walleye Capital
49
Walleye Capital
New York
$184K -$87.5K -11,209 -32%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$182K +$91.2K +10,000 +100%