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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82 hedge funds and large institutions have $104M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$9.83M
2
AAM
2
Advisors Asset Management
Colorado
$9.23M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.99M
4
Wells Fargo
4
Wells Fargo
California
$1.3M
5
SIA
5
Schechter Investment Advisors
Michigan
$247K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
RJA
2
Raymond James & Associates
Florida
$2.17M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.98M
4
CA
4
Cornerstone Advisors
North Carolina
$0
5
AAS
5
Avantax Advisory Services
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$622K 81,397 -11,280 -12%
OFG
27
OTA Financial Group
New York
$610K 79,879 +24,777 +45%
SI
28
Stephens Inc
Arkansas
$531K 69,450 -500 -0.7%
WP
29
WealthSource Partners
California
$458K 60,000 -10,000 -14%
DADC
30
D.A. Davidson & Co
Montana
$439K 57,477 -515 -0.9%
AAS
31
Avantax Advisory Services
Texas
$424K 55,436 -28,978 -34%
KACA
32
Kayne Anderson Capital Advisors
California
$411K 53,762 +11,900 +28%
WTC
33
WhitTier Trust Company
Nevada
$376K 49,271 – –
Walleye Capital
34
Walleye Capital
New York
$347K 45,411 +21,845 +93%
ACM
35
Arlington Capital Management
Illinois
$346K 45,339 -751 -2%
HW
36
Hancock Whitney
Mississippi
$321K 41,995 – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$308K 40,291 +1,050 +3%
WCM
38
Whitener Capital Management
North Carolina
$289K 37,850 +3,570 +10%
KPWS
39
Kestra Private Wealth Services
Texas
$266K 34,796 -179 -0.5%
Stifel Financial
40
Stifel Financial
Missouri
$264K 34,612 -78 -0.2%
Bank of America
41
Bank of America
North Carolina
$257K 33,677 +87 +0.3%
VAM
42
Verity Asset Management
North Carolina
$250K 32,675 +6,179 +23%
SIA
43
Schechter Investment Advisors
Michigan
$247K 32,382 +32,382 New
Truist Financial
44
Truist Financial
North Carolina
$230K 30,115 +117 +0.4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$205K 26,813 – –
SMC
46
Smith, Moore & Co
Missouri
$198K 25,936 +1,503 +6%
MC
47
Moors & Cabot
Massachusetts
$186K 24,370 +800 +3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$178K 20,000 – –
Invesco
49
Invesco
Georgia
$169K 22,162 +22,162 New
MWC
50
MBM Wealth Consultants
Missouri
$167K 24,804 – –
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