FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

95 hedge funds and large institutions have $175M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
29
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$271K 28,000 -3,000 -10%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$262K 27,127 -1,289 -5%
OC
53
Oppenheimer & Co
New York
$261K 26,971 -6,985 -21%
MC
54
Moors & Cabot
Massachusetts
$252K 26,070 +1,450 +6%
Bank of America
55
Bank of America
North Carolina
$252K 26,054 -1,460 -5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$238K 24,563
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$225K 23,293 -6,904 -23%
SMC
58
Smith, Moore & Co
Missouri
$224K 23,124 -2,091 -8%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$218K 22,560 +22,560 New
Truist Financial
60
Truist Financial
North Carolina
$207K 21,392 -6,115 -22%
AAS
61
Avantax Advisory Services
Texas
$186K 19,200 -17,671 -48%
CA
62
Cetera Advisors
Colorado
$183K 18,925 +4,162 +28%
SIA
63
Sit Investment Associates
Minnesota
$175K 18,143
CAN
64
Cetera Advisor Networks
California
$174K 17,991 -940 -5%
PFS
65
Prospera Financial Services
Texas
$166K 17,158
RFA
66
Register Financial Advisors
Georgia
$158K 16,299 +273 +2%
CCG
67
Catalina Capital Group
California
$135K 13,995
CIS
68
Custom Index Systems
New York
$134K 13,837 -4,233 -23%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$128K 13,245 +13,245 New
PHS
70
Pekin Hardy Strauss
Illinois
$127K 13,185
SPC
71
Sigma Planning Corp
Michigan
$123K 12,732 +266 +2%
BRWA
72
B. Riley Wealth Advisors
Florida
$118K 14,946 +1,022 +7%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$116K 11,956 -344 -3%
KWM
74
Kingsview Wealth Management
Oregon
$112K 11,596 -594 -5%
SBIA
75
Sheaff Brock Investment Advisors
Indiana
$111K 11,500