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 $116M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% 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
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$26.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.98M
3
KACA
3
Kayne Anderson Capital Advisors
California
$1.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WAM
2
Wolverine Asset Management
Illinois
$1.68M
3
LPL Financial
3
LPL Financial
California
$1.63M
4
QC
4
Quantedge Capital
Singapore
$458K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$644K +$32.1K +4,058 +5%
Mariner
27
Mariner
Kansas
$613K – – –
Invesco
28
Invesco
Georgia
$550K +$234K +29,604 +74%
SI
29
Stephens Inc
Arkansas
$549K – – –
QC
30
Quantedge Capital
Singapore
$458K -$418K -52,800 -48%
DADC
31
D.A. Davidson & Co
Montana
$452K -$2.15K -272 -0.5%
WTC
32
WhitTier Trust Company
Nevada
$390K – – –
AAS
33
Avantax Advisory Services
Texas
$328K -$59.2K -7,480 -15%
WCM
34
Whitener Capital Management
North Carolina
$320K +$791 +100 +0.2%
Stifel Financial
35
Stifel Financial
Missouri
$313K +$39.8K +5,029 +15%
Comerica Bank
36
Comerica Bank
Texas
$309K +$309K +39,071 New
AFG
37
Atomi Financial Group
New York
$290K +$290K +36,721 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$278K -$36.3K -4,591 -12%
SIA
39
Schechter Investment Advisors
Michigan
$256K – – –
KPWS
40
Kestra Private Wealth Services
Texas
$253K -$24.9K -3,148 -9%
VAM
41
Verity Asset Management
North Carolina
$222K -$46.7K -5,908 -17%
Truist Financial
42
Truist Financial
North Carolina
$219K -$18.2K -2,303 -8%
AWS
43
Atria Wealth Solutions
New York
$206K -$3.96K -500 -2%
Bank of America
44
Bank of America
North Carolina
$200K +$14.1K +1,784 +8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$197K -$11.5K -1,451 -6%
SMC
46
Smith, Moore & Co
Missouri
$195K -$3.88K -490 -2%
CCP
47
Clough Capital Partners
Massachusetts
$195K +$195K +24,600 New
QL
48
Quarry LP
New York
$195K +$195K +24,600 New
OC
49
Oppenheimer & Co
New York
$194K +$119 +15 +0.1%
MC
50
Moors & Cabot
Massachusetts
$193K -$3.16K -400 -2%
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