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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83 hedge funds and large institutions have $107M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$22.2M
2
CAM
2
Cresset Asset Management
Illinois
$623K
3
ACM
3
Anfield Capital Management
California
$2.5M
4
WAM
4
Wolverine Asset Management
Illinois
$2.21M
5
CW
5
CreativeOne Wealth
Kansas
$147K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$313K
2
RJA
2
Raymond James & Associates
Florida
$974K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.28M
4
OFG
4
OTA Financial Group
New York
$0
5
TA
5
Tiedemann Advisors
New York
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
76
Lee Financial
Texas
$10.7K – – –
AF
77
Advisornet Financial
Minnesota
$7.71K – – –
RAM
78
Riggs Asset Management
Pennsylvania
$2.57K – – –
IHWM
79
Iron Horse Wealth Management
Iowa
$1.93K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GRP
81
Global Retirement Partners
California
$748 – – –
GI
82
Gradient Investments
Minnesota
$578 – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$46 +$46 +6 New
OFG
84
OTA Financial Group
New York
– -$610K -79,879 Closed
ACM
85
Arlington Capital Management
Illinois
– -$346K -45,339 Closed
HW
86
Hancock Whitney
Mississippi
– -$321K -41,995 Closed
MWC
87
MBM Wealth Consultants
Missouri
– -$167K -24,804 Closed
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
– -$178K -20,000 Closed
EC
89
Elequin Capital
New York
– -$20.1K -2,633 Closed
BAM
90
Belpointe Asset Management
Nevada
– -$5.04K -660 Closed
ASN
91
Advisory Services Network
Georgia
– -$3.57K -467 Closed
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