FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Overview Fund Activity
Delisted

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

Back to rankings

71 hedge funds and large institutions have $162M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$20.3M
2
AAM
Advisors Asset Management
Colorado
$6.15M
3
RJA
Raymond James & Associates
Florida
$5.58M
4
DA
Doliver Advisors
Texas
$1.77M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.82M

Top Sellers

1
UB
UMB Bank
Missouri
$11.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
KWA
KCS Wealth Advisory
California
$1.32M
4
Morgan Stanley
Morgan Stanley
New York
$49.7M
5
SI
Stephens Inc
Arkansas
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$57K +$816 +65 +1%
SWP
52
Stratos Wealth Partners
Ohio
$51K +$51K +4,045 New
SPIA
53
Steward Partners Investment Advisory
New York
$48K +$14.3K +1,148 +43%
KF
54
Krilogy Financial
Missouri
$34K – – –
QCIG
55
Quad-Cities Investment Group
Iowa
$33K +$644 +50 +2%
AA
56
Ancora Advisors
Ohio
$31K +$31K +2,500 New
IA
57
IFP Advisors
Florida
$28K +$259 +21 +0.9%
NWM
58
Northwest Wealth Management
Iowa
$28K +$28K +2,200 New
HNB
59
Huntington National Bank
Ohio
$25K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$19K – – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$18.3K – – –
BC
62
Bartlett & Co
Ohio
$18K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +1,000 New
SF
64
Synovus Financial
Georgia
$12K +$12K +975 New
WC
65
Whitney & Co
New York
$11K +$11K +1,000 New
GWM
66
Geneos Wealth Management
Colorado
$10K – – –
RFM
67
Royal Fund Management
Florida
$6K -$13.1K -1,085 -69%
ST
68
Smithfield Trust
Pennsylvania
$6K – – –
CPIG
69
Chicago Partners Investment Group
Illinois
$4K – – –
JCM
70
Jacobi Capital Management
Pennsylvania
$4K – – –
FHB
71
First Hawaiian Bank
Hawaii
$3K +$3K +200 New
GI
72
Gradient Investments
Minnesota
$1K -$11.7K -880 -92%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
– -$1.24M -94,994 Closed
AL
74
Aspiriant LLC
California
– -$181K -13,898 Closed
CWM
75
Cornerstone Wealth Management
Missouri
– -$400K -5,148 Closed
1 2
3
4