FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Overview Fund Activity
Delisted

FEI was delisted on the 3rd of May, 2024.

Back to rankings

74 hedge funds and large institutions have $85.6M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
30
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.92M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.81M
3
WAM
3
Wolverine Asset Management
Illinois
$1.2M
4
AAM
4
Advisors Asset Management
Colorado
$6.05M
5
WA
5
WESPAC Advisors
California
$552K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.3M
2
UBS Group
2
UBS Group
Switzerland
$3.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$101K +$824 +115 +0.8%
CF
52
Centaurus Financial
California
$99K +$3.65K +508 +4%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$91K -$3.6K -506 -4%
CAN
54
Cetera Advisor Networks
California
$89K +$7.82K +1,097 +10%
CW
55
CreativeOne Wealth
Kansas
$87K -$3.6K -500 -4%
WCM
56
Whitener Capital Management
North Carolina
$87K – – –
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$83K -$83K -11,574 -50%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$83K -$13.6K -1,903 -14%
KWM
59
Kingsview Wealth Management
Oregon
$83K – – –
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$82K +$3.57K +500 +5%
FFWM
61
Future Financial Wealth Management
Ohio
$81K – – –
Mariner
62
Mariner
Kansas
$81K +$81K +11,325 New
MWM
63
Mattern Wealth Management
Kansas
$80K +$80K +11,200 New
CA
64
CoreCap Advisors
Michigan
$75K – – –
HI
65
Harbour Investments
Wisconsin
$73K – – –
AA
66
Ancora Advisors
Ohio
$34K +$304 +43 +0.9%
UB
67
UMB Bank
Missouri
$26K -$49.4K -6,932 -66%
LF
68
Lee Financial
Texas
$24K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$16K – – –
AA
70
AlphaMark Advisors
Kentucky
$7K +$7K +1,000 New
ST
71
Smithfield Trust
Pennsylvania
$4K – – –
GI
72
Gradient Investments
Minnesota
$1K – – –
GRP
73
Global Retirement Partners
California
$1K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$83 -$274 -33,029 -77%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$377K -49,059 Closed
1 2
3
4