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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70 hedge funds and large institutions have $67.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$1.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.8M
3
CW
3
CreativeOne Wealth
Kansas
$615K
4
Ameriprise
4
Ameriprise
Minnesota
$598K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.09M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.81M
2
QC
2
Quantedge Capital
Singapore
$1.39M
3
MC
3
Matisse Capital
Oregon
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.45M
5
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QOP
51
Quinn Opportunity Partners
Virginia
$69K – – –
LF
52
Lee Financial
Texas
$68K -$97.6K -14,169 -59%
Citigroup
53
Citigroup
New York
$56K -$3.35K -483 -6%
Bank of America
54
Bank of America
North Carolina
$49K -$15.1K -2,163 -24%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
VFA
56
Valeo Financial Advisors
Indiana
$28K +$28K +4,038 New
SPIA
57
Steward Partners Investment Advisory
New York
$21.4K – – –
FIA
58
FNY Investment Advisers
New York
$20K +$20K +2,906 New
AA
59
Ancora Advisors
Ohio
$17K – – –
GWM
60
Geneos Wealth Management
Colorado
$13K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$11K -$2.18K -312 -17%
AF
62
Advisornet Financial
Minnesota
$8K – – –
IAIM
63
International Assets Investment Management
Florida
$7K – – –
ST
64
Smithfield Trust
Pennsylvania
$3K – – –
1IA
65
1834 Investment Advisors
Wisconsin
$3K – – –
IHWM
66
Iron Horse Wealth Management
Iowa
$2K – – –
LWM
67
Liberty Wealth Management
California
$2K – – –
GRP
68
Global Retirement Partners
California
$1K – – –
GI
69
Gradient Investments
Minnesota
$1K – – –
MC
70
Matisse Capital
Oregon
– -$1.57M -270,837 Closed
VCWA
71
Vanguard Capital Wealth Advisors
Colorado
– -$419K -72,884 Closed
LCM
72
Landscape Capital Management
New Jersey
– -$253K -43,527 Closed
IC
73
Inscription Capital
Texas
– -$244K -41,995 Closed
CPIG
74
Chicago Partners Investment Group
Illinois
– -$88K -14,117 Closed
PA
75
Pinnacle Associates
New York
– -$62K -10,600 Closed
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