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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67 hedge funds and large institutions have $53.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
15
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
$2.01M
2
SI
Stephens Inc
Arkansas
$1.33M
3
UBS Group
UBS Group
Switzerland
$1.56M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
WAM
Wolverine Asset Management
Illinois
$242K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$0
2
Wells Fargo
Wells Fargo
California
$960K
3
RVPG
Relative Value Partners Group
$2.08M
4
Ameriprise
Ameriprise
Minnesota
$408K
5
WA
WESPAC Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
RAM
52
Riggs Asset Management
Pennsylvania
$18K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$17K -$2.21K -500 -11%
AA
54
Ancora Advisors
Ohio
$11K – – –
GWM
55
Geneos Wealth Management
Colorado
$8K +$4.44K +1,000 +125%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$6K -$9.58K -2,000 -61%
EWM
57
EPG Wealth Management
Georgia
$6K +$6K +1,437 New
AF
58
Advisornet Financial
Minnesota
$5K +$5K +1,100 New
SF
59
Synovus Financial
Georgia
$3K – – –
EW
60
Evoke Wealth
California
$2.91K -$112K -25,276 -97%
KFS
61
Kelly Financial Services
Massachusetts
$2.21K – – –
ST
62
Smithfield Trust
Pennsylvania
$2K – – –
JCM
63
Jacobi Capital Management
Pennsylvania
$2K – – –
1IA
64
1834 Investment Advisors
Wisconsin
$2K – – –
LWM
65
Liberty Wealth Management
California
$2K +$68 +13 +4%
COLIM
66
City of London Investment Management
United Kingdom
– -$1.6M -133,745 Closed
WA
67
WESPAC Advisors
California
– -$939K -78,612 Closed
PI
68
Parkside Investments
Illinois
– -$839K -70,300 Closed
QCIG
69
Quad-Cities Investment Group
Iowa
– -$574K -48,014 Closed
MPCG
70
Matrix Private Capital Group
New York
– -$310K -26,000 Closed
NCM
71
Next Capital Management
New York
– -$261K -21,847 Closed
HT
72
Heritage Trust
Oklahoma
– -$180K -15,100 Closed
BF
73
BOK Financial
Oklahoma
– -$150K -12,604 Closed
FAAS
74
First Allied Advisory Services
California
– -$139K -11,618 Closed
SIA
75
Sit Investment Associates
Minnesota
– -$79K -6,656 Closed
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