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 $116M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% 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
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$26.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.98M
3
KACA
3
Kayne Anderson Capital Advisors
California
$1.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WAM
2
Wolverine Asset Management
Illinois
$1.68M
3
LPL Financial
3
LPL Financial
California
$1.63M
4
QC
4
Quantedge Capital
Singapore
$458K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$179K +$99.5K +12,584 +125%
CAN
52
Cetera Advisor Networks
California
$153K +$6.85K +866 +5%
SOA
53
Sea Otter Advisors
Florida
$144K +$65.4K +8,263 +83%
SIA
54
Sit Investment Associates
Minnesota
$144K – – –
KA
55
Kovack Advisors
Florida
$143K +$26.6K +3,366 +23%
PFS
56
Prospera Financial Services
Texas
$131K +$5.99K +757 +5%
BI
57
Bulldog Investors
New Jersey
$122K +$23.9K +3,027 +24%
BRWA
58
B. Riley Wealth Advisors
Florida
$118K -$7.28K -920 -6%
CA
59
Cetera Advisors
Colorado
$116K +$1.12K +141 +1%
CF
60
Centaurus Financial
California
$105K -$3.95K -500 -4%
TC
61
Telemus Capital
Michigan
$105K – – –
PHS
62
Pekin Hardy Strauss
Illinois
$100K – – –
KWM
63
Kingsview Wealth Management
Oregon
$96.4K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$96.3K +$237 +30 +0.2%
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$91K – – –
MWM
66
Mattern Wealth Management
Kansas
$88.6K – – –
HI
67
Harbour Investments
Wisconsin
$81.9K +$1.52K +192 +2%
NS
68
NBC Securities
Alabama
$49K +$49K +6,216 New
IA
69
IFP Advisors
Florida
$37.7K -$26.8K -3,384 -42%
UB
70
UMB Bank
Missouri
$28.9K – – –
SL
71
Salomon & Ludwin
Virginia
$22.9K +$22.9K +2,900 New
AA
72
Ancora Advisors
Ohio
$19.7K +$364 +46 +2%
SPIA
73
Steward Partners Investment Advisory
New York
$17.4K – – –
US Bancorp
74
US Bancorp
Minnesota
$14.2K – – –
CSC
75
Caldwell Sutter Capital
California
$12.5K – – –
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