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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62 hedge funds and large institutions have $139M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.12M
3
Millennium Management
Millennium Management
New York
+$809K
4
NMC
Nine Masts Capital
Hong Kong
+$780K
5
CRC
Curi RMB Capital
Illinois
+$767K

Top Sellers

1
SFG
SNS Financial Group
Minnesota
-$6.32M
2
PFM
Premier Fund Managers
United Kingdom
-$3.08M
3
UB
UMB Bank
Missouri
-$2.21M
4
Wells Fargo
Wells Fargo
California
-$2.08M
5
CA
Cetera Advisors
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.2M -$523K -42,673 -0.9%
UB
2
UMB Bank
Missouri
$16.8M -$2.21M -180,290 -12%
TA
3
Tiedemann Advisors
New York
$9.55M -$203K -16,547 -2%
CRC
4
Curi RMB Capital
Illinois
$5.35M +$767K +62,647 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M +$1.12M +91,480 +29%
KWA
6
KCS Wealth Advisory
California
$3.68M +$148K +12,083 +4%
AAM
7
Advisors Asset Management
Colorado
$3.67M +$369K +26,306 +11%
RJA
8
Raymond James & Associates
Florida
$3.59M +$489K +39,903 +16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.44M +$485K +39,623 +16%
PFM
10
Premier Fund Managers
United Kingdom
$3.41M -$3.08M -253,000 -47%
GC
11
Guggenheim Capital
Illinois
$2.73M +$381K +31,088 +16%
UBS Group
12
UBS Group
Switzerland
$2.72M +$758K +61,857 +39%
LPL Financial
13
LPL Financial
California
$2.32M +$2.07M +168,730 +821%
Cohen & Steers
14
Cohen & Steers
New York
$2.31M +$391K +31,911 +20%
RAM
15
Riggs Asset Management
Pennsylvania
$1.87M -$7.65K -624 -0.4%
Wells Fargo
16
Wells Fargo
California
$1.67M -$2.08M -169,601 -55%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.52M +$5.65K +461 +0.4%
AG
18
Advisor Group
Arizona
$1.17M +$118K +9,606 +11%
IP
19
Intellectus Partners
California
$1.15M +$75.1K +6,132 +7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$921K +$123K +10,005 +15%
Millennium Management
21
Millennium Management
New York
$809K +$809K +66,070 New
NMC
22
Nine Masts Capital
Hong Kong
$780K +$780K +63,714 New
Invesco
23
Invesco
Georgia
$755K -$323K -26,363 -30%
Bank of America
24
Bank of America
North Carolina
$672K -$104K -8,462 -13%
Stifel Financial
25
Stifel Financial
Missouri
$596K -$11.1K -917 -2%
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