FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

83 hedge funds and large institutions have $107M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$596K -$31.1K -4,037 -5%
SI
27
Stephens Inc
Arkansas
$535K
WP
28
WealthSource Partners
California
$463K
DADC
29
D.A. Davidson & Co
Montana
$443K -$640 -83 -0.1%
WTC
30
WhitTier Trust Company
Nevada
$380K
AAS
31
Avantax Advisory Services
Texas
$378K -$49.6K -6,436 -12%
KACA
32
Kayne Anderson Capital Advisors
California
$323K -$91.7K -11,900 -22%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$313K -$6.73M -872,484 -96%
WCM
34
Whitener Capital Management
North Carolina
$311K +$18.9K +2,450 +6%
Invesco
35
Invesco
Georgia
$308K +$137K +17,803 +80%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$306K -$4.42K -573 -1%
KPWS
37
Kestra Private Wealth Services
Texas
$271K +$2.65K +343 +1%
Stifel Financial
38
Stifel Financial
Missouri
$266K -$671 -87 -0.3%
VAM
39
Verity Asset Management
North Carolina
$262K +$9.76K +1,266 +4%
SIA
40
Schechter Investment Advisors
Michigan
$250K
Truist Financial
41
Truist Financial
North Carolina
$231K -$1.39K -180 -0.6%
AWS
42
Atria Wealth Solutions
New York
$204K +$38.6K +5,000 +23%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$203K -$3.86K -500 -2%
SMC
44
Smith, Moore & Co
Missouri
$194K -$5.71K -740 -3%
MC
45
Moors & Cabot
Massachusetts
$191K +$3.08K +400 +2%
OC
46
Oppenheimer & Co
New York
$189K +$91.8K +11,909 +94%
Bank of America
47
Bank of America
North Carolina
$181K -$78.9K -10,227 -30%
CW
48
CreativeOne Wealth
Kansas
$147K +$147K +19,100 New
CAN
49
Cetera Advisor Networks
California
$142K +$517 +67 +0.4%
SIA
50
Sit Investment Associates
Minnesota
$140K