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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3 hedge funds and large institutions have $739K invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 91 closing their positions.

Holders
3
Holders Change
-92
Holders Change %
-96.84%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
91
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$0
2
SCM
2
Saba Capital Management
New York
$0
3
AIA
3
Absolute Investment Advisers
Florida
$0
4
HHGC
4
Hunting Hill Global Capital
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
51
Schechter Investment Advisors
Michigan
– – -32,382 Closed
KPWS
52
Kestra Private Wealth Services
Texas
– – -29,485 Closed
AWS
53
Atria Wealth Solutions
New York
– – -28,000 Closed
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
– – -27,127 Closed
OC
55
Oppenheimer & Co
New York
– – -26,971 Closed
MC
56
Moors & Cabot
Massachusetts
– – -26,070 Closed
Bank of America
57
Bank of America
North Carolina
– – -26,054 Closed
Baird Financial Group
58
Baird Financial Group
Wisconsin
– – -24,563 Closed
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
– – -23,293 Closed
SMC
60
Smith, Moore & Co
Missouri
– – -23,124 Closed
Natixis Advisors
61
Natixis Advisors
Massachusetts
– – -22,560 Closed
Truist Financial
62
Truist Financial
North Carolina
– – -21,392 Closed
AAS
63
Avantax Advisory Services
Texas
– – -19,200 Closed
SIA
64
Sit Investment Associates
Minnesota
– – -18,143 Closed
PFS
65
Prospera Financial Services
Texas
– – -17,158 Closed
RFA
66
Register Financial Advisors
Georgia
– – -16,299 Closed
BRWA
67
B. Riley Wealth Advisors
Florida
– – -14,946 Closed
CCG
68
Catalina Capital Group
California
– – -13,995 Closed
CIS
69
Custom Index Systems
New York
– – -13,837 Closed
Kovitz Investment Group Partners
70
Kovitz Investment Group Partners
Illinois
– – -13,245 Closed
PHS
71
Pekin Hardy Strauss
Illinois
– – -13,185 Closed
SPC
72
Sigma Planning Corp
Michigan
– – -12,732 Closed
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
– – -11,956 Closed
KWM
74
Kingsview Wealth Management
Oregon
– – -11,596 Closed
SBIA
75
Sheaff Brock Investment Advisors
Indiana
– – -11,500 Closed
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