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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73 hedge funds and large institutions have $117M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
16
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$5.56M
2
WAM
2
Wolverine Asset Management
Illinois
$3.93M
3
HI
3
HBK Investments
Texas
$2.94M
4
Wells Fargo
4
Wells Fargo
California
$3.01M
5
MWC
5
MBM Wealth Consultants
Missouri
$1.79M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$963K
2
TA
2
Tiedemann Advisors
New York
$5.2M
3
IP
3
Intellectus Partners
California
$0
4
SI
4
Stephens Inc
Arkansas
$459K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.2M 4,105,580 +134,849 +3%
AAM
2
Advisors Asset Management
Colorado
$6.12M 624,817 +133,834 +27%
PFM
3
Premier Fund Managers
United Kingdom
$5.61M 579,000 – –
RVPG
4
Relative Value Partners Group
$5.56M 567,627 +567,627 New
TA
5
Tiedemann Advisors
New York
$5.2M 530,596 -140,677 -21%
RJA
6
Raymond James & Associates
Florida
$4.35M 443,544 -1,799 -0.4%
CRC
7
Curi RMB Capital
Illinois
$4.34M 443,062 +6,926 +2%
WAM
8
Wolverine Asset Management
Illinois
$3.93M 400,836 +366,346 +1,062%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.9M 397,654 +68,593 +21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.8M 387,772 -53,808 -12%
Wells Fargo
11
Wells Fargo
California
$3.01M 307,263 +210,750 +218%
HI
12
HBK Investments
Texas
$2.94M 299,809 +299,809 New
Cohen & Steers
13
Cohen & Steers
New York
$2.43M 248,221 – –
GC
14
Guggenheim Capital
Illinois
$1.97M 200,687 -30,178 -13%
MWC
15
MBM Wealth Consultants
Missouri
$1.79M 182,391 +182,391 New
DA
16
Doliver Advisors
Texas
$1.74M 177,026 +35,443 +25%
LPL Financial
17
LPL Financial
California
$1.61M 163,805 -14,513 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.31M 133,859 +133,859 New
AG
19
Advisor Group
Arizona
$1.24M 126,724 +7,954 +7%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$963K 98,253 -366,253 -79%
EVC
21
Eidelman Virant Capital
Missouri
$960K 97,960 +97,960 New
Ameriprise
22
Ameriprise
Minnesota
$938K 95,688 +13,746 +17%
CA
23
Cornerstone Advisors
North Carolina
$917K 93,554 +93,554 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$899K 91,686 -23,931 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$867K 88,486 -6,799 -7%
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