FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

71 hedge funds and large institutions have $162M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
26
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.7M 3,970,731 -55,730 -1%
Ameriprise
2
Ameriprise
Minnesota
$20.3M 81,942 +24,005 +41%
UB
3
UMB Bank
Missouri
$11.3M 905,458 -102,999 -10%
TA
4
Tiedemann Advisors
New York
$8.4M 671,273 -33,512 -5%
PFM
5
Premier Fund Managers
United Kingdom
$7.2M 579,000 -20,000 -3%
AAM
6
Advisors Asset Management
Colorado
$6.15M 490,983 +106,430 +28%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.82M 464,506 +62,670 +16%
RJA
8
Raymond James & Associates
Florida
$5.58M 445,343 +90,332 +25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.53M 441,580 +9,263 +2%
CRC
10
Curi RMB Capital
Illinois
$5.46M 436,136 -1,696 -0.4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.12M 329,061 +36,948 +13%
Cohen & Steers
12
Cohen & Steers
New York
$3.11M 248,221 +31,199 +14%
GC
13
Guggenheim Capital
Illinois
$2.89M 230,865 +168 +0.1%
LPL Financial
14
LPL Financial
California
$2.23M 178,318 -22,685 -11%
DA
15
Doliver Advisors
Texas
$1.77M 141,583 +78,485 +124%
UBS Group
16
UBS Group
Switzerland
$1.76M 140,515 -51,530 -27%
SI
17
Stephens Inc
Arkansas
$1.7M 135,995 -54,363 -29%
AG
18
Advisor Group
Arizona
$1.49M 118,770 +23,405 +25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.45M 115,617 -2,364 -2%
KWA
20
KCS Wealth Advisory
California
$1.32M 105,427 -72,180 -41%
SIA
21
Sit Investment Associates
Minnesota
$1.31M 104,253 -13,000 -11%
IP
22
Intellectus Partners
California
$1.3M 103,704 +6,136 +6%
Wells Fargo
23
Wells Fargo
California
$1.21M 96,513 -53,719 -36%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M 95,285 +13,506 +17%
Stifel Financial
25
Stifel Financial
Missouri
$673K 53,468 +11,526 +27%