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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72 hedge funds and large institutions have $72.3M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.35M
2
QC
Quantedge Capital
Singapore
+$953K
3
RCM
Rivernorth Capital Management
Florida
+$842K
4
WP
WealthSource Partners
California
+$288K
5
CA
Cetera Advisors
Colorado
+$92K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$630K
2
SI
Stephens Inc
Arkansas
-$404K
3
GC
Guggenheim Capital
Illinois
-$309K
4
Invesco
Invesco
Georgia
-$306K
5
UB
UMB Bank
Missouri
-$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
51
Sit Investment Associates
Minnesota
$86K – – –
KWM
52
Kingsview Wealth Management
Oregon
$83K – – –
FFWM
53
Future Financial Wealth Management
Ohio
$83K – – –
QOP
54
Quinn Opportunity Partners
Virginia
$72K – – –
Bank of America
55
Bank of America
North Carolina
$68K +$17.2K +2,378 +34%
LF
56
Lee Financial
Texas
$56K -$1.64K -227 -3%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$44K -$22.9K -3,191 -34%
SPIA
58
Steward Partners Investment Advisory
New York
$22K – – –
AA
59
Ancora Advisors
Ohio
$18K – – –
JCM
60
Jacobi Capital Management
Pennsylvania
$13K +$1.23K +168 +10%
GWM
61
Geneos Wealth Management
Colorado
$12K – – –
AF
62
Advisornet Financial
Minnesota
$8K – – –
IWA
63
IVC Wealth Advisors
Pennsylvania
$7K – – –
IWP
64
IAG Wealth Partners
Wisconsin
$4K – – –
ST
65
Smithfield Trust
Pennsylvania
$4K +$24 +3 +0.6%
LWM
66
Liberty Wealth Management
California
$3K +$61 +9 +2%
BC
67
Bartlett & Co
Ohio
$3K +$3K +385 New
SWM
68
Spire Wealth Management
Virginia
$3K +$3K +400 New
BCWM
69
Bartlett & Co Wealth Management
Ohio
$2.77K +$2.77K +385 New
IHWM
70
Iron Horse Wealth Management
Iowa
$2K – – –
GRP
71
Global Retirement Partners
California
$1K – – –
GI
72
Gradient Investments
Minnesota
$1K – – –
IWM
73
IHT Wealth Management
Illinois
– -$221K -28,000 Closed
CF
74
Centaurus Financial
California
– -$97K -12,248 Closed
Citigroup
75
Citigroup
New York
– -$64K -8,086 Closed
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