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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83 hedge funds and large institutions have $107M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$22.2M
2
CAM
2
Cresset Asset Management
Illinois
$623K
3
ACM
3
Anfield Capital Management
California
$2.5M
4
WAM
4
Wolverine Asset Management
Illinois
$2.21M
5
CW
5
CreativeOne Wealth
Kansas
$147K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$313K
2
RJA
2
Raymond James & Associates
Florida
$974K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.28M
4
OFG
4
OTA Financial Group
New York
$0
5
TA
5
Tiedemann Advisors
New York
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$122K +$439 +57 +0.4%
CA
52
Cornerstone Advisors
North Carolina
$122K +$122K +15,849 New
PFS
53
Prospera Financial Services
Texas
$122K – – –
CA
54
CoreCap Advisors
Michigan
$120K +$120K +15,600 New
KA
55
Kovack Advisors
Florida
$114K – – –
Walleye Capital
56
Walleye Capital
New York
$114K -$236K -30,669 -68%
CA
57
Cetera Advisors
Colorado
$112K +$1.12K +145 +1%
CF
58
Centaurus Financial
California
$106K +$46 +6 +0%
TC
59
Telemus Capital
Michigan
$102K – – –
PHS
60
Pekin Hardy Strauss
Illinois
$97.8K – – –
BI
61
Bulldog Investors
New Jersey
$95.3K +$95.3K +12,365 New
KWM
62
Kingsview Wealth Management
Oregon
$94K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$93.6K -$5.47K -709 -6%
RCWM
64
Royal Capital Wealth Management
Indiana
$90.8K -$18.3K -2,372 -17%
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$88.7K – – –
MWM
66
Mattern Wealth Management
Kansas
$86.4K – – –
HI
67
Harbour Investments
Wisconsin
$78.3K +$1.5K +194 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$77.9K +$77.9K +10,107 New
SOA
69
Sea Otter Advisors
Florida
$77.1K +$77.1K +10,000 New
IA
70
IFP Advisors
Florida
$62.8K -$1.43K -186 -2%
UB
71
UMB Bank
Missouri
$28.1K – – –
AA
72
Ancora Advisors
Ohio
$18.8K +$362 +47 +2%
SPIA
73
Steward Partners Investment Advisory
New York
$17K – – –
US Bancorp
74
US Bancorp
Minnesota
$13.9K – – –
CSC
75
Caldwell Sutter Capital
California
$12.2K +$12.2K +1,586 New
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