FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

82 hedge funds and large institutions have $102M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
30
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$170K -$22.6K -2,891 -12%
BRWA
52
B. Riley Wealth Advisors
Florida
$164K +$49.8K +6,377 +44%
CW
53
CreativeOne Wealth
Kansas
$149K +$54.6K +7,000 +58%
SIA
54
Sit Investment Associates
Minnesota
$142K
PFS
55
Prospera Financial Services
Texas
$137K +$1.66K +213 +1%
AC
56
Almitas Capital
California
$127K +$127K +16,246 New
RCWM
57
Royal Capital Wealth Management
Indiana
$115K -$4.44K -568 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$114K +$114K +14,579 New
CA
59
Cetera Advisors
Colorado
$111K +$914 +117 +0.8%
CF
60
Centaurus Financial
California
$108K +$78 +10 +0.1%
TC
61
Telemus Capital
Michigan
$104K +$104K +13,245 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$100K +$226 +29 +0.2%
CAN
63
Cetera Advisor Networks
California
$99.3K +$1.82K +233 +2%
KWM
64
Kingsview Wealth Management
Oregon
$95.2K +$5.08K +650 +6%
SA
65
SFI Advisors
New Jersey
$94.4K +$94.4K +12,089 New
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$89.8K
MWM
67
Mattern Wealth Management
Kansas
$87.5K
CA
68
CoreCap Advisors
Michigan
$82K
HI
69
Harbour Investments
Wisconsin
$76.4K +$1.99K +255 +3%
EC
70
Elequin Capital
New York
$73K +$73K +9,347 New
NA
71
NewEdge Advisors
Louisiana
$32K +$32K +4,100 New
UB
72
UMB Bank
Missouri
$29K
AA
73
Ancora Advisors
Ohio
$18K -$18.8K -2,455 -51%
SPIA
74
Steward Partners Investment Advisory
New York
$17.2K
LF
75
Lee Financial
Texas
$10.9K -$14.8K -1,900 -58%