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FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

68 hedge funds and large institutions have $134M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

4% less funds holding

Funds holding: 7168 (-3)

6% less capital invested

Capital invested by funds: $142M → $134M (-$8.11M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$24K +$23.5K +2,004 New
CIAS
52
Capital Investment Advisory Services
North Carolina
$18K
BCWM
53
Bartlett & Co Wealth Management
Ohio
$17.4K
BC
54
Bartlett & Co
Ohio
$17K
RIA
55
Realta Investment Advisors
Delaware
$17K +$16.5K +1,410 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$12K
AWM
57
Avior Wealth Management
Nebraska
$12K +$12.2K +1,040 New
GWM
58
Geneos Wealth Management
Colorado
$9K
SF
59
Synovus Financial
Georgia
$8K -$3.81K -325 -33%
UB
60
UMB Bank
Missouri
$6.46K -$1.43M -122,351 -18%
AF
61
Advisornet Financial
Minnesota
$6K
ST
62
Smithfield Trust
Pennsylvania
$6K
KFS
63
Kelly Financial Services
Massachusetts
$5.95K
JCM
64
Jacobi Capital Management
Pennsylvania
$4K
LWM
65
Liberty Wealth Management
California
$4K +$94 +8 +2%
SMFS
66
Squar Milner Financial Services
California
$1K -$19.3K -1,649 -96%
GI
67
Gradient Investments
Minnesota
$1K
WAM
68
Wolverine Asset Management
Illinois
-$1.86M -161,647 Closed
EVC
69
Eidelman Virant Capital
Missouri
-$1.13M -97,960 Closed
Geode Capital Management
70
Geode Capital Management
Massachusetts
-$698K -60,735 Closed
SIA
71
Sit Investment Associates
Minnesota
-$437K -37,963 Closed
OC
72
Oppenheimer & Co
New York
-$282K -24,450 Closed
Millennium Management
73
Millennium Management
New York
-$238K -20,700 Closed
DA
74
Doliver Advisors
Texas
-$184K -16,031 Closed
FHB
75
First Hawaiian Bank
Hawaii
-$2K -200 Closed

FEI Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q2 2019, worth a combined $134M — down 5.7% from $142M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FEI and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 22 added.

The largest buyer was Advisors Asset Management, adding an estimated $925K. The largest seller was HBK Investments, cutting an estimated $2.84M.

  • 68 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q2 2019, down from 71 in Q1 2019.
  • Funds reported $134M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 6 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q2 2019 and 8 closed out, a net change of -2 holders.
  • The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q2 2019 was Advisors Asset Management, an estimated $925K added.
  • The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q2 2019 was HBK Investments, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2019.