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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58 hedge funds and large institutions have $186M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
23
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.4M
2
SFG
2
SNS Financial Group
Minnesota
$6.32M
3
CRC
3
Curi RMB Capital
Illinois
$5.86M
4
KWA
4
KCS Wealth Advisory
California
$4.51M
5
PFM
5
Premier Fund Managers
United Kingdom
$8.29M

Top Sellers

1
UB
1
UMB Bank
Missouri
$24.2M
2
Wells Fargo
2
Wells Fargo
California
$4.79M
3
TA
3
Tiedemann Advisors
New York
$12.5M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72.4M 4,627,618 +696,662 +18%
UB
2
UMB Bank
Missouri
$24.2M 1,548,154 -127,656 -8%
TA
3
Tiedemann Advisors
New York
$12.5M 796,322 -99,113 -11%
PFM
4
Premier Fund Managers
United Kingdom
$8.29M 533,000 +135,000 +34%
SFG
5
SNS Financial Group
Minnesota
$6.32M 403,624 +403,624 New
CRC
6
Curi RMB Capital
Illinois
$5.86M 374,179 +374,179 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.92M 314,305 +47,807 +18%
Wells Fargo
8
Wells Fargo
California
$4.79M 305,909 -102,266 -25%
KWA
9
KCS Wealth Advisory
California
$4.51M 288,430 +288,430 New
RJA
10
Raymond James & Associates
Florida
$3.97M 253,500 +30,339 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.77M 241,055 +25,982 +12%
AAM
12
Advisors Asset Management
Colorado
$3.68M 235,163 +18,841 +9%
GC
13
Guggenheim Capital
Illinois
$3.01M 192,075 +12,616 +7%
UBS Group
14
UBS Group
Switzerland
$2.5M 159,733 -23,358 -13%
Cohen & Steers
15
Cohen & Steers
New York
$2.45M 156,405 +80,627 +106%
RAM
16
Riggs Asset Management
Pennsylvania
$2.4M 153,318 -25,671 -14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.94M 123,769 +1,141 +0.9%
CA
18
Cetera Advisors
Colorado
$1.5M 95,845 +49,659 +108%
OFG
19
OTA Financial Group
New York
$1.41M 90,102 +90,102 New
Invesco
20
Invesco
Georgia
$1.38M 87,969 -27,925 -24%
IP
21
Intellectus Partners
California
$1.37M 87,451 +87,451 New
AG
22
Advisor Group
Arizona
$1.34M 85,935 +19,242 +29%
SI
23
SII Investments
Wisconsin
$1.27M 80,632 +3,815 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.02M 65,142 -25,841 -28%
Bank of America
25
Bank of America
North Carolina
$991K 63,355 +12,609 +25%
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