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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73 hedge funds and large institutions have $117M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
16
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
Relative Value Partners Group
$5.56M
2
WAM
Wolverine Asset Management
Illinois
$3.93M
3
HI
HBK Investments
Texas
$2.94M
4
Wells Fargo
Wells Fargo
California
$3.01M
5
Morgan Stanley
Morgan Stanley
New York
$40.2M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$963K
2
TA
Tiedemann Advisors
New York
$5.2M
3
IP
Intellectus Partners
California
$0
4
SI
Stephens Inc
Arkansas
$459K
5
CA
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$118K +$118K +12,041 New
LCM
52
Landscape Capital Management
New Jersey
$116K +$116K +11,795 New
QCIG
53
Quad-Cities Investment Group
Iowa
$94K +$69.1K +7,099 +277%
RAM
54
Riggs Asset Management
Pennsylvania
$70K – – –
1IA
55
1834 Investment Advisors
Wisconsin
$38K -$43.8K -4,500 -54%
LF
56
Lee Financial
Texas
$36K +$36K +3,700 New
AIC
57
Ameritas Investment Company
Nebraska
$32K +$32K +3,250 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$20K -$25.4K -2,541 -56%
CIAS
59
Capital Investment Advisory Services
North Carolina
$15K +$15K +1,500 New
BCWM
60
Bartlett & Co Wealth Management
Ohio
$14.3K – – –
BC
61
Bartlett & Co
Ohio
$14K – – –
IA
62
IFP Advisors
Florida
$9K -$13.7K -1,368 -60%
SF
63
Synovus Financial
Georgia
$9K – – –
UB
64
UMB Bank
Missouri
$7.51K -$1.36K -139,234 -15%
GWM
65
Geneos Wealth Management
Colorado
$7K – – –
AF
66
Advisornet Financial
Minnesota
$5K -$74K -7,400 -94%
ST
67
Smithfield Trust
Pennsylvania
$5K – – –
CA
68
Claro Advisors
Massachusetts
$5K +$5K +400 New
RFM
69
Royal Fund Management
Florida
$4K – – –
JCM
70
Jacobi Capital Management
Pennsylvania
$3K – – –
LWM
71
Liberty Wealth Management
California
$3K +$3K +331 New
FHB
72
First Hawaiian Bank
Hawaii
$2K – – –
GI
73
Gradient Investments
Minnesota
$1K – – –
IP
74
Intellectus Partners
California
– -$1.3M -103,704 Closed
CA
75
Cetera Advisors
Colorado
– -$668K -53,088 Closed
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