FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

61 hedge funds and large institutions have $174M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
25
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M +$6.57M +401,609 +14%
UB
2
UMB Bank
Missouri
$28.7M +$5.02M +306,816 +21%
TA
3
Tiedemann Advisors
New York
$15.2M +$15.2M +927,179 New
Wells Fargo
4
Wells Fargo
California
$8.77M -$652K -39,864 -7%
SFG
5
SNS Financial Group
Minnesota
$7.63M +$7.63M +466,848 New
JWM
6
Jacobus Wealth Management
Wisconsin
$7.42M +$269K +16,435 +4%
PFM
7
Premier Fund Managers
United Kingdom
$5.57M
Invesco
8
Invesco
Georgia
$4.28M -$1.67M -102,099 -28%
AAM
9
Advisors Asset Management
Colorado
$3.53M -$2.31M -141,353 -40%
RAM
10
Riggs Asset Management
Pennsylvania
$3.33M -$84.4K -5,161 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.19M +$13.9K +849 +0.4%
RJA
12
Raymond James & Associates
Florida
$3.04M +$370K +22,639 +14%
GC
13
Guggenheim Capital
Illinois
$3.03M -$1.03M -63,065 -25%
UBS Group
14
UBS Group
Switzerland
$2.91M -$319K -19,526 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.83M +$290K +17,706 +11%
LPL Financial
16
LPL Financial
California
$2.41M -$362K -22,411 -13%
SIA
17
Sit Investment Associates
Minnesota
$2M -$5.79M -354,096 -74%
Bank of America
18
Bank of America
North Carolina
$1.83M +$14.2K +866 +0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.67M +$85.5K +5,228 +5%
Cohen & Steers
20
Cohen & Steers
New York
$1.36M
SI
21
SII Investments
Wisconsin
$1.1M +$131K +8,031 +14%
Citigroup
22
Citigroup
New York
$1.05M -$372K -22,758 -26%
IH
23
IFC Holdings
Florida
$1.01M +$69.7K +4,263 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$915K +$530K +32,390 +137%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$904K +$166K +10,162 +23%