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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67 hedge funds and large institutions have $53.9M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
15
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$2.01M
2
SI
2
Stephens Inc
Arkansas
$1.33M
3
UBS Group
3
UBS Group
Switzerland
$1.56M
4
Goldman Sachs
4
Goldman Sachs
New York
$521K
5
WAM
5
Wolverine Asset Management
Illinois
$242K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
Wells Fargo
2
Wells Fargo
California
$960K
3
RVPG
3
Relative Value Partners Group
$2.08M
4
Ameriprise
4
Ameriprise
Minnesota
$408K
5
WA
5
WESPAC Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.3M 4,816,023 +28,333 +0.6%
AAM
2
Advisors Asset Management
Colorado
$4.48M 1,013,348 -11,226 -1%
PFM
3
Premier Fund Managers
United Kingdom
$2.75M 622,000 -50,000 -7%
RVPG
4
Relative Value Partners Group
$2.08M 470,344 -228,901 -33%
LCM
5
Landscape Capital Management
New Jersey
$2.01M 454,845 +454,845 New
Cohen & Steers
6
Cohen & Steers
New York
$1.95M 440,973 – –
UBS Group
7
UBS Group
Switzerland
$1.56M 353,483 +170,573 +93%
TA
8
Tiedemann Advisors
New York
$1.41M 319,104 +44,029 +16%
SI
9
Stephens Inc
Arkansas
$1.33M 301,445 +218,723 +264%
GC
10
Guggenheim Capital
Illinois
$1.24M 281,383 -2,156 -0.8%
CRC
11
Curi RMB Capital
Illinois
$1.23M 278,566 -7,922 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$998K 225,767 +225,767 New
RJA
13
Raymond James & Associates
Florida
$966K 218,517 -54,492 -20%
Wells Fargo
14
Wells Fargo
California
$960K 217,395 -312,819 -59%
UB
15
UMB Bank
Missouri
$931K 210,715 -115,180 -35%
Invesco
16
Invesco
Georgia
$838K 189,605 +32,443 +21%
MWC
17
MBM Wealth Consultants
Missouri
$772K 174,578 -199 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$712K 161,119 -17,214 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$533K 120,664 -28,879 -19%
Goldman Sachs
20
Goldman Sachs
New York
$521K 117,959 +117,959 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$431K 97,432 +4,851 +5%
LPL Financial
22
LPL Financial
California
$426K 96,439 -111,610 -54%
Ameriprise
23
Ameriprise
Minnesota
$408K 92,484 -224,971 -71%
MGWM
24
Marks Group Wealth Management
Minnesota
$384K 86,708 – –
LF
25
Lee Financial
Texas
$335K 75,681 -14,729 -16%
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