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FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Delisted

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

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29 hedge funds and large institutions have $59.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.1M +$25.6M +1,224,640 New
Cohen & Steers
2
Cohen & Steers
New York
$6.79M +$6.93M +331,639 New
Invesco
3
Invesco
Georgia
$4.06M +$4.14M +198,268 New
PWP
4
Private Wealth Partners
California
$3.36M +$3.43M +164,299 New
Wells Fargo
5
Wells Fargo
California
$2.9M +$2.95M +141,487 New
TT
6
Tiedemann Trust
Delaware
$2.79M +$2.85M +136,388 New
Citigroup
7
Citigroup
New York
$2.75M +$2.8M +134,173 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.01M +$2.05M +98,076 New
GC
9
Guggenheim Capital
Illinois
$1.53M +$1.56M +74,708 New
PAS
10
Partnervest Advisory Services
California
$1.47M +$1.5M +71,600 New
AA
11
Ancora Advisors
Ohio
$1.17M +$1.19M +56,996 New
Comerica Bank
12
Comerica Bank
Texas
$1.01M +$1.03M +49,479 New
LPL Financial
13
LPL Financial
California
$874K +$892K +42,715 New
Jane Street
14
Jane Street
New York
$688K +$702K +33,613 New
CWM
15
Concert Wealth Management
California
$571K – – –
Chevy Chase Trust
16
Chevy Chase Trust
Maryland
$494K +$504K +24,125 New
U
17
UBS
Switzerland
$458K +$468K +22,400 New
Bank of America
18
Bank of America
North Carolina
$449K +$458K +21,938 New
SAG
19
Sterne Agee Group
Alabama
$343K +$350K +16,750 New
AW
20
ACG Wealth
Georgia
$284K +$290K +13,900 New
DWT
21
Dorsey & Whitney Trust
South Dakota
$266K +$272K +13,039 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$204K +$209K +10,000 New
AIG
23
American International Group
New York
$159K +$162K +7,765 New
TFA
24
Transamerica Financial Advisors
Florida
$102K +$103K +4,950 New
Ameriprise
25
Ameriprise
Minnesota
$49K +$50.1K +2,400 New
1
2

FEI Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q2 2013, worth a combined $59.9M.

Buyers outnumbered sellers: 29 funds opened new FEI positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $59.9M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q2 2013.
  • 29 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.