FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

99 hedge funds and large institutions have $175M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
27
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$259K +$259K +30,197 New
IA
52
IFG Advisory
Georgia
$255K +$255K +29,769 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$244K -$57.6K -6,711 -19%
Bank of America
54
Bank of America
North Carolina
$236K +$19.5K +2,280 +9%
Truist Financial
55
Truist Financial
North Carolina
$236K -$1.07K -125 -0.5%
SMC
56
Smith, Moore & Co
Missouri
$216K +$4.36K +509 +2%
HAG
57
HighPoint Advisor Group
Illinois
$213K +$213K +22,415 New
MC
58
Moors & Cabot
Massachusetts
$211K +$2.14K +250 +1%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$211K -$2.56K -299 -1%
YCM
60
Yakira Capital Management
Connecticut
$206K +$206K +24,020 New
CAN
61
Cetera Advisor Networks
California
$162K -$3.3K -385 -2%
SIA
62
Sit Investment Associates
Minnesota
$155K
CIS
63
Custom Index Systems
New York
$155K +$155K +18,070 New
QC
64
Quantedge Capital
Singapore
$154K -$343K -40,000 -69%
PFS
65
Prospera Financial Services
Texas
$147K +$5.01K +585 +4%
RFA
66
Register Financial Advisors
Georgia
$137K +$137K +16,026 New
KA
67
Kovack Advisors
Florida
$135K -$20.4K -2,376 -13%
BI
68
Bulldog Investors
New Jersey
$132K
CA
69
Cetera Advisors
Colorado
$127K +$1.2K +140 +1%
CCG
70
Catalina Capital Group
California
$120K +$120K +13,995 New
BRWA
71
B. Riley Wealth Advisors
Florida
$119K -$8.76K -1,022 -7%
TC
72
Telemus Capital
Michigan
$114K
PHS
73
Pekin Hardy Strauss
Illinois
$113K +$4.29K +500 +4%
SPC
74
Sigma Planning Corp
Michigan
$107K +$107K +12,466 New
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$105K +$105K +12,300 New