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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64 hedge funds and large institutions have $149M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.47%
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
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$5.24M
2
PFM
2
Premier Fund Managers
United Kingdom
$7.73M
3
SI
3
Stephens Inc
Arkansas
$2.48M
4
AAM
4
Advisors Asset Management
Colorado
$5.01M
5
SIA
5
Sit Investment Associates
Minnesota
$1.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
UB
2
UMB Bank
Missouri
$13.1M
3
RAM
3
Riggs Asset Management
Pennsylvania
$93K
4
KWA
4
KCS Wealth Advisory
California
$2.31M
5
TA
5
Tiedemann Advisors
New York
$9.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.5M 4,026,461 -558,484 -12%
UB
2
UMB Bank
Missouri
$13.1M 1,008,457 -359,407 -26%
TA
3
Tiedemann Advisors
New York
$9.19M 704,785 -74,990 -10%
PFM
4
Premier Fund Managers
United Kingdom
$7.73M 599,000 +319,000 +114%
CRC
5
Curi RMB Capital
Illinois
$5.71M 437,832 +1,006 +0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.63M 432,317 +26,532 +7%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.24M 401,836 +401,836 New
AAM
8
Advisors Asset Management
Colorado
$5.01M 384,553 +123,084 +47%
RJA
9
Raymond James & Associates
Florida
$4.63M 355,011 +61,608 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.81M 292,113 +11,435 +4%
GC
11
Guggenheim Capital
Illinois
$3.01M 230,697 +7,534 +3%
Cohen & Steers
12
Cohen & Steers
New York
$2.83M 217,022 +28,706 +15%
LPL Financial
13
LPL Financial
California
$2.62M 201,003 +11,730 +6%
UBS Group
14
UBS Group
Switzerland
$2.5M 192,045 -29,545 -13%
SI
15
Stephens Inc
Arkansas
$2.48M 190,358 +190,358 New
KWA
16
KCS Wealth Advisory
California
$2.31M 177,607 -122,906 -41%
Wells Fargo
17
Wells Fargo
California
$1.96M 150,232 +13,924 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.54M 117,981 -6,249 -5%
SIA
19
Sit Investment Associates
Minnesota
$1.53M 117,253 +117,253 New
IP
20
Intellectus Partners
California
$1.27M 97,568 +3,985 +4%
AG
21
Advisor Group
Arizona
$1.24M 95,365 -176 -0.2%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$1.24M 94,994 +94,994 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.07M 81,779 +6,632 +9%
CA
24
Cetera Advisors
Colorado
$1.04M 80,262 +80,262 New
DA
25
Doliver Advisors
Texas
$822K 63,098 +63,098 New
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