FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

99 hedge funds and large institutions have $175M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
27
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
26
WealthSource Partners
California
$878K
RJFSA
27
Raymond James Financial Services Advisors
Florida
$868K -$39K -4,556 -4%
WA
28
WESPAC Advisors
California
$846K -$17.3K -2,024 -2%
SOA
29
Sea Otter Advisors
Florida
$707K +$551K +64,237 +352%
Ameriprise
30
Ameriprise
Minnesota
$693K -$4.46K -520 -0.6%
CAM
31
Cresset Asset Management
Illinois
$688K -$9.86K -1,150 -1%
QL
32
Quarry LP
New York
$648K +$437K +51,037 +207%
Wells Fargo
33
Wells Fargo
California
$624K -$808K -94,229 -56%
Jane Street
34
Jane Street
New York
$614K +$614K +71,611 New
Invesco
35
Invesco
Georgia
$600K +$4.01K +468 +0.7%
SI
36
Stephens Inc
Arkansas
$595K
RJA
37
Raymond James & Associates
Florida
$528K -$434K -50,641 -45%
DADC
38
D.A. Davidson & Co
Montana
$463K -$26.9K -3,135 -5%
WTC
39
WhitTier Trust Company
Nevada
$393K -$29.7K -3,469 -7%
WCM
40
Whitener Capital Management
North Carolina
$346K
Comerica Bank
41
Comerica Bank
Texas
$331K -$3.39K -395 -1%
AAS
42
Avantax Advisory Services
Texas
$316K -$39.8K -4,649 -11%
AFG
43
Atomi Financial Group
New York
$312K -$2.54K -296 -0.8%
Stifel Financial
44
Stifel Financial
Missouri
$308K -$31.4K -3,663 -9%
OC
45
Oppenheimer & Co
New York
$291K +$80.7K +9,415 +38%
SIA
46
Schechter Investment Advisors
Michigan
$278K
KPWS
47
Kestra Private Wealth Services
Texas
$276K +$2.28K +266 +0.8%
LSC
48
Logan Stone Capital
Illinois
$273K +$273K +31,844 New
VAM
49
Verity Asset Management
North Carolina
$270K +$29.8K +3,480 +12%
AWS
50
Atria Wealth Solutions
New York
$266K +$42.9K +5,000 +19%