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 $69.2M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.65M
2
AIA
2
Avalon Investment & Advisory
Texas
$332K
3
UB
3
UMB Bank
Missouri
$976K
4
LPL Financial
4
LPL Financial
California
$1.56M
5
IWM
5
IHT Wealth Management
Illinois
$221K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WW
2
Waterfront Wealth
Kansas
$0
3
QC
3
Quantedge Capital
Singapore
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.46M
5
EVC
5
Eidelman Virant Capital
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$73K -$17.8K -2,280 -20%
Citigroup
52
Citigroup
New York
$64K +$119 +15 +0.2%
LF
53
Lee Financial
Texas
$63K -$15K -1,900 -19%
Bank of America
54
Bank of America
North Carolina
$56K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$25K – – –
AA
57
Ancora Advisors
Ohio
$20K – – –
GWM
58
Geneos Wealth Management
Colorado
$14K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$13K +$251 +31 +2%
AF
60
Advisornet Financial
Minnesota
$9K – – –
ST
61
Smithfield Trust
Pennsylvania
$4K – – –
IWP
62
IAG Wealth Partners
Wisconsin
$4K +$4K +500 New
LWM
63
Liberty Wealth Management
California
$3K +$103 +15 +4%
ASN
64
Advisory Services Network
Georgia
$3K +$3K +408 New
IHWM
65
Iron Horse Wealth Management
Iowa
$2K – – –
GRP
66
Global Retirement Partners
California
$1K – – –
GI
67
Gradient Investments
Minnesota
$1K – – –
RCM
68
Rivernorth Capital Management
Florida
– -$3.81M -551,512 Closed
WW
69
Waterfront Wealth
Kansas
– -$1.44M -208,881 Closed
QC
70
Quantedge Capital
Singapore
– -$1.39M -200,953 Closed
EVC
71
Eidelman Virant Capital
Missouri
– -$348K -50,610 Closed
VFA
72
Valeo Financial Advisors
Indiana
– -$28K -4,038 Closed
FIA
73
FNY Investment Advisers
New York
– -$20K -2,906 Closed
IAIM
74
International Assets Investment Management
Florida
– -$7K -1,172 Closed
1IA
75
1834 Investment Advisors
Wisconsin
– -$3K -500 Closed
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