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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71 hedge funds and large institutions have $142M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
20
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.14M
3
AAM
Advisors Asset Management
Colorado
$8.64M
4
RVPG
Relative Value Partners Group
$7.97M
5
Wells Fargo
Wells Fargo
California
$4.66M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$1.86M
2
RJA
Raymond James & Associates
Florida
$3.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.72M
4
DA
Doliver Advisors
Texas
$184K
5
CRC
Curi RMB Capital
Illinois
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$138K -$2.3K -200 -2%
RAM
52
Riggs Asset Management
Pennsylvania
$81K -$904 -79 -1%
1IA
53
1834 Investment Advisors
Wisconsin
$45K – – –
LF
54
Lee Financial
Texas
$43K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$28K +$28K +3,600 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$23K – – –
IA
57
IFP Advisors
Florida
$20K +$9.77K +860 +96%
SMFS
58
Squar Milner Financial Services
California
$19K +$19K +1,724 New
BC
59
Bartlett & Co
Ohio
$17K – – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$17K – – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$16.8K – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$12K +$12K +1,000 New
SF
63
Synovus Financial
Georgia
$11K – – –
GWM
64
Geneos Wealth Management
Colorado
$9K – – –
ST
65
Smithfield Trust
Pennsylvania
$6K – – –
AF
66
Advisornet Financial
Minnesota
$6K – – –
KFS
67
Kelly Financial Services
Massachusetts
$5.75K +$5.75K +500 New
JCM
68
Jacobi Capital Management
Pennsylvania
$4K – – –
LWM
69
Liberty Wealth Management
California
$3K +$79 +9 +3%
FHB
70
First Hawaiian Bank
Hawaii
$2K – – –
GI
71
Gradient Investments
Minnesota
$1K – – –
CA
72
Cornerstone Advisors
North Carolina
– -$917K -93,554 Closed
6M
73
6 Meridian
Kansas
– -$690K -70,436 Closed
MWM
74
Merriman Wealth Management
Washington
– -$661K -64,000 Closed
KWA
75
KCS Wealth Advisory
California
– -$406K -41,383 Closed
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