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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76 hedge funds and large institutions have $93.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$3.53M
2
ACM
Anfield Capital Management
California
+$2.27M
3
BIM
Bridges Investment Management
Nebraska
+$1.91M
4
AAM
Advisors Asset Management
Colorado
+$1.24M
5
Morgan Stanley
Morgan Stanley
New York
+$923K

Top Sellers

1
EL
Essex LLC
Illinois
-$2.24M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$1.38M
3
RCM
Rivernorth Capital Management
Florida
-$474K
4
WAM
Weiss Asset Management
Massachusetts
-$454K
5
MWC
MBM Wealth Consultants
Missouri
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$123K +$123K +9,510 New
GA
52
Greytown Advisors
Florida
$118K -$328K -39,559 -74%
CAN
53
Cetera Advisor Networks
California
$117K +$15.2K +1,836 +15%
CA
54
Cetera Advisors
Colorado
$115K +$921 +111 +0.8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$110K +$232 +28 +0.2%
SCA
56
Snowden Capital Advisors
New York
$103K +$103K +12,500 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$101K +$101K +12,235 New
WCM
58
Whitener Capital Management
North Carolina
$100K +$6.55K +800 +7%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$96K +$96K +11,574 New
KWM
60
Kingsview Wealth Management
Oregon
$95.3K – – –
UB
61
UMB Bank
Missouri
$87K -$37K -4,503 -30%
FFWM
62
Future Financial Wealth Management
Ohio
$87K – – –
CA
63
CoreCap Advisors
Michigan
$87K +$82.9K +10,000 +2,000%
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$82K +$82K +10,000 New
AA
65
Ancora Advisors
Ohio
$39K +$18.4K +2,222 +89%
PO
66
Private Ocean
California
$31K +$31K +3,800 New
LF
67
Lee Financial
Texas
$29K -$4.23K -505 -13%
SPIA
68
Steward Partners Investment Advisory
New York
$10K – – –
ST
69
Smithfield Trust
Pennsylvania
$4K – – –
IWP
70
IAG Wealth Partners
Wisconsin
$4K – – –
SWM
71
Spire Wealth Management
Virginia
$3K – – –
IHWM
72
Iron Horse Wealth Management
Iowa
$2K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$1K -$6.83K -895 -87%
GI
74
Gradient Investments
Minnesota
$1K – – –
GRP
75
Global Retirement Partners
California
$1K +$1K +97 New
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3
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