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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57 hedge funds and large institutions have $161M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
UB
2
UMB Bank
Missouri
$25.6M
3
SIA
3
Sit Investment Associates
Minnesota
$1.34M
4
AAM
4
Advisors Asset Management
Colorado
$3.3M
5
PFM
5
Premier Fund Managers
United Kingdom
$6.05M

Top Sellers

1
SFG
1
SNS Financial Group
Minnesota
$0
2
Wells Fargo
2
Wells Fargo
California
$6.23M
3
Invesco
3
Invesco
Georgia
$1.77M
4
TA
4
Tiedemann Advisors
New York
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$774K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.9M 3,930,956 +481,783 +14%
UB
2
UMB Bank
Missouri
$25.6M 1,675,810 +122,591 +8%
TA
3
Tiedemann Advisors
New York
$13.7M 895,435 -69,319 -7%
JWM
4
Jacobus Wealth Management
Wisconsin
$6.99M 458,242 -341 -0.1%
Wells Fargo
5
Wells Fargo
California
$6.23M 408,175 -99,234 -20%
PFM
6
Premier Fund Managers
United Kingdom
$6.05M 398,000 +56,250 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.06M 266,498 +12,057 +5%
RJA
8
Raymond James & Associates
Florida
$3.4M 223,161 +26,167 +13%
AAM
9
Advisors Asset Management
Colorado
$3.3M 216,322 +67,489 +45%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.28M 215,073 +30,050 +16%
UBS Group
11
UBS Group
Switzerland
$2.79M 183,091 +8,047 +5%
GC
12
Guggenheim Capital
Illinois
$2.74M 179,459 +16,069 +10%
RAM
13
Riggs Asset Management
Pennsylvania
$2.73M 178,989 -4,785 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.87M 122,628 +11,883 +11%
Invesco
15
Invesco
Georgia
$1.77M 115,894 -85,447 -42%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.39M 90,983 +26,545 +41%
SIA
17
Sit Investment Associates
Minnesota
$1.34M 87,576 +72,616 +485%
SI
18
SII Investments
Wisconsin
$1.17M 76,817 -674 -0.9%
Cohen & Steers
19
Cohen & Steers
New York
$1.16M 75,778 -20,799 -22%
AG
20
Advisor Group
Arizona
$1.02M 66,693 +6,033 +10%
IH
21
IFC Holdings
Florida
$961K 63,107 +1,119 +2%
BTS
22
BB&T Securities
Virginia
$860K 56,395 +2,679 +5%
DA
23
Doliver Advisors
Texas
$817K 53,545 +9,213 +21%
Bank of America
24
Bank of America
North Carolina
$774K 50,746 -62,353 -55%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$743K 48,725 -999 -2%
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