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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82 hedge funds and large institutions have $104M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$9.83M
2
AAM
2
Advisors Asset Management
Colorado
$9.23M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.99M
4
Wells Fargo
4
Wells Fargo
California
$1.3M
5
SIA
5
Schechter Investment Advisors
Michigan
$247K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
RJA
2
Raymond James & Associates
Florida
$2.17M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.98M
4
CA
4
Cornerstone Advisors
North Carolina
$0
5
AAS
5
Avantax Advisory Services
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$164K 21,500 +21,500 New
CAN
52
Cetera Advisor Networks
California
$140K 18,383 +5,664 +45%
SIA
53
Sit Investment Associates
Minnesota
$139K 18,143 – –
PFS
54
Prospera Financial Services
Texas
$121K 15,816 -1,784 -10%
BRWA
55
B. Riley Wealth Advisors
Florida
$121K 15,809 -5,225 -25%
KA
56
Kovack Advisors
Florida
$113K 14,750 +14,750 New
CA
57
Cetera Advisors
Colorado
$110K 14,337 +132 +0.9%
IA
58
IFP Advisors
Florida
$108K 8,332 -6,548 -44%
RCWM
59
Royal Capital Wealth Management
Indiana
$108K 14,151 -549 -4%
CF
60
Centaurus Financial
California
$105K 13,797 +9 +0.1%
TC
61
Telemus Capital
Michigan
$101K 13,245 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$98.2K 12,850 +30 +0.2%
PHS
63
Pekin Hardy Strauss
Illinois
$96.9K 12,685 +12,685 New
OC
64
Oppenheimer & Co
New York
$96.4K 12,617 -9,091 -42%
KWM
65
Kingsview Wealth Management
Oregon
$93.1K 12,190 – –
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$87.9K 11,500 – –
MWM
67
Mattern Wealth Management
Kansas
$85.6K 11,200 – –
HI
68
Harbour Investments
Wisconsin
$76.2K 9,967 +186 +2%
UB
69
UMB Bank
Missouri
$27.9K 3,650 – –
EC
70
Elequin Capital
New York
$20.1K 2,633 -6,714 -72%
AA
71
Ancora Advisors
Ohio
$18.3K 2,396 +45 +2%
SPIA
72
Steward Partners Investment Advisory
New York
$16.8K 2,200 – –
US Bancorp
73
US Bancorp
Minnesota
$13.8K 1,800 +1,800 New
LF
74
Lee Financial
Texas
$10.7K 1,394 – –
AF
75
Advisornet Financial
Minnesota
$7.64K 1,000 – –
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