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 $74.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.1M
2
UBS Group
UBS Group
Switzerland
$4.2M
3
BIM
Bridges Investment Management
Nebraska
$1.06M
4
RJA
Raymond James & Associates
Florida
$2.51M
5
WAM
Weiss Asset Management
Massachusetts
$454K

Top Sellers

1
EL
Essex LLC
Illinois
$5.11M
2
QC
Quantedge Capital
Singapore
$261K
3
UB
UMB Bank
Missouri
$109K
4
MWC
MBM Wealth Consultants
Missouri
$671K
5
PAIM
Punch & Associates Investment Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
51
Sit Investment Associates
Minnesota
$84K -$1.8K -250 -2%
KWM
52
Kingsview Wealth Management
Oregon
$84K – – –
WCM
53
Whitener Capital Management
North Carolina
$82K +$82K +11,410 New
FFWM
54
Future Financial Wealth Management
Ohio
$77K – – –
Bank of America
55
Bank of America
North Carolina
$72K +$4.11K +570 +6%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$46K +$1.49K +206 +3%
LF
57
Lee Financial
Texas
$29K -$27.6K -3,775 -49%
AA
58
Ancora Advisors
Ohio
$18K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$18K +$18K +2,500 New
GWM
60
Geneos Wealth Management
Colorado
$13K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$9K -$14.3K -1,900 -61%
AF
62
Advisornet Financial
Minnesota
$8K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$7K +$7K +1,026 New
IWP
64
IAG Wealth Partners
Wisconsin
$4K – – –
ST
65
Smithfield Trust
Pennsylvania
$4K – – –
CA
66
CoreCap Advisors
Michigan
$4K +$4K +500 New
SWM
67
Spire Wealth Management
Virginia
$3K – – –
IHWM
68
Iron Horse Wealth Management
Iowa
$2K – – –
GI
69
Gradient Investments
Minnesota
$1K – – –
FAM
70
Formidable Asset Management
Ohio
– -$454K -63,113 Closed
AIA
71
Avalon Investment & Advisory
Texas
– -$302K -41,995 Closed
MIAN
72
Mariner Independent Advisor Network
Kansas
– -$259K -36,025 Closed
SKK
73
Shepherd Kaplan Krochuk
Massachusetts
– -$146K -20,300 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$88K -12,276 Closed
QOP
75
Quinn Opportunity Partners
Virginia
– -$72K -10,000 Closed
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