FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Overview Fund Activity
Delisted

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

Back to rankings

70 hedge funds and large institutions have $74.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.1M
2
UBS Group
UBS Group
Switzerland
$4.2M
3
BIM
Bridges Investment Management
Nebraska
$1.06M
4
RJA
Raymond James & Associates
Florida
$2.51M
5
WAM
Weiss Asset Management
Massachusetts
$454K

Top Sellers

1
EL
Essex LLC
Illinois
$5.11M
2
QC
Quantedge Capital
Singapore
$261K
3
UB
UMB Bank
Missouri
$109K
4
MWC
MBM Wealth Consultants
Missouri
$671K
5
PAIM
Punch & Associates Investment Management
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Jacobi Capital Management
Pennsylvania
– -$13K -1,771 Closed
LWM
77
Liberty Wealth Management
California
– -$3K -445 Closed
BC
78
Bartlett & Co
Ohio
– -$3K -385 Closed
BCWM
79
Bartlett & Co Wealth Management
Ohio
– -$2.77K -385 Closed
GRP
80
Global Retirement Partners
California
– -$1K -97 Closed
IWA
81
IVC Wealth Advisors
Pennsylvania
– -$7K – –
1 2 3
4