FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

62 hedge funds and large institutions have $139M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
51
Huntington National Bank
Ohio
$31K -$39K
RFM
52
Royal Fund Management
Florida
$19K
BC
53
Bartlett & Co
Ohio
$18K
BCWM
54
Bartlett & Co Wealth Management
Ohio
$17.9K +$17.9K +1,462 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$12K +$12K +977 New
GI
56
Gradient Investments
Minnesota
$11K
SEI Investments
57
SEI Investments
Pennsylvania
$10K
SWP
58
Stratos Wealth Partners
Ohio
$10K +$2.37K +200 +31%
GWM
59
Geneos Wealth Management
Colorado
$9K
AWA
60
Acorn Wealth Advisors
Michigan
$6K
ST
61
Smithfield Trust
Pennsylvania
$6K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$6K
CPIG
63
Chicago Partners Investment Group
Illinois
$4K
JCM
64
Jacobi Capital Management
Pennsylvania
$4K +$4K +347 New
SFG
65
SNS Financial Group
Minnesota
-$6.32M -403,624 Closed
CA
66
Cetera Advisors
Colorado
-$1.5M -95,845 Closed
SI
67
SII Investments
Wisconsin
-$1.27M -80,632 Closed
SNBOSCI
68
Security National Bank of Sioux City Iowa
Iowa
-$160K -10,198 Closed
LCM
69
Liberty Capital Management
Michigan
-$76K -4,750 Closed
PAI
70
Pittenger & Anderson Inc
Nebraska
-$13K