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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95 hedge funds and large institutions have $175M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
29
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Absolute Investment Advisers
Florida
$8.82M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.32M
3
QL
3
Quarry LP
New York
$3.19M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$2.06M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.5M
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
KACA
4
Kayne Anderson Capital Advisors
California
$0
5
AAM
5
Advisors Asset Management
Colorado
$8.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.22M 126,117 -2,510 -2%
AG
27
AlTi Global
New York
$1.19M 123,169 – –
LJAC
28
L.J. Altfest & Co
New York
$1.14M 117,642 -10,306 -8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$987K 102,052 +725 +0.7%
WA
30
WESPAC Advisors
California
$941K 97,321 -1,343 -1%
SOA
31
Sea Otter Advisors
Florida
$912K 94,330 +11,830 +14%
CL
32
CSS LLC
Illinois
$898K 92,884 +92,884 New
CAM
33
Cresset Asset Management
Illinois
$781K 80,715 +430 +0.5%
Wells Fargo
34
Wells Fargo
California
$732K 75,749 +2,982 +4%
Ameriprise
35
Ameriprise
Minnesota
$697K 71,487 -9,411 -12%
SI
36
Stephens Inc
Arkansas
$672K 69,450 – –
Invesco
37
Invesco
Georgia
$665K 68,812 -1,225 -2%
IA
38
IFG Advisory
Georgia
$576K 59,538 +29,769 +100%
RJA
39
Raymond James & Associates
Florida
$537K 55,507 -6,107 -10%
DADC
40
D.A. Davidson & Co
Montana
$492K 50,902 -3,085 -6%
WCM
41
Whitener Capital Management
North Carolina
$391K 40,400 – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$371K 38,416 +38,416 New
Comerica Bank
43
Comerica Bank
Texas
$360K 37,225 -1,451 -4%
AFG
44
Atomi Financial Group
New York
$344K 35,543 -882 -2%
Stifel Financial
45
Stifel Financial
Missouri
$342K 35,325 -566 -2%
VAM
46
Verity Asset Management
North Carolina
$339K 35,033 +3,520 +11%
NA
47
NewEdge Advisors
Louisiana
$319K 32,980 +32,980 New
WTC
48
WhitTier Trust Company
Nevada
$316K 32,642 -13,160 -29%
SIA
49
Schechter Investment Advisors
Michigan
$313K 32,382 – –
KPWS
50
Kestra Private Wealth Services
Texas
$285K 29,485 -2,772 -9%
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