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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70 hedge funds and large institutions have $67.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$1.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.8M
3
CW
3
CreativeOne Wealth
Kansas
$615K
4
Ameriprise
4
Ameriprise
Minnesota
$598K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.09M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.81M
2
QC
2
Quantedge Capital
Singapore
$1.39M
3
MC
3
Matisse Capital
Oregon
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.45M
5
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.8M 3,734,600 +190,003 +5%
AAM
2
Advisors Asset Management
Colorado
$4.45M 644,345 -111,005 -15%
RCM
3
Rivernorth Capital Management
Florida
$3.81M 551,512 -1,230,579 -69%
Cohen & Steers
4
Cohen & Steers
New York
$3.05M 440,973 – –
PAIM
5
Punch & Associates Investment Management
Minnesota
$2.42M 350,000 -17,435 -5%
UBS Group
6
UBS Group
Switzerland
$2.22M 321,641 +2,453 +0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.53M 221,298 -5,405 -2%
TA
8
Tiedemann Advisors
New York
$1.49M 214,896 +14,964 +7%
WW
9
Waterfront Wealth
Kansas
$1.44M 208,881 +208,881 New
QC
10
Quantedge Capital
Singapore
$1.39M 200,953 -323,681 -62%
CA
11
Cambridge Advisors
Nebraska
$1.22M 175,913 -13,572 -7%
MWC
12
MBM Wealth Consultants
Missouri
$1.17M 169,967 -2,397 -1%
GC
13
Guggenheim Capital
Illinois
$1.16M 167,922 -43,296 -20%
Invesco
14
Invesco
Georgia
$1.16M 167,134 -6,050 -3%
LPL Financial
15
LPL Financial
California
$1.15M 166,147 -6,415 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.09M 157,031 +16,050 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$948K 137,218 +1,795 +1%
SI
18
Stephens Inc
Arkansas
$946K 136,950 – –
RJA
19
Raymond James & Associates
Florida
$945K 136,699 +1,429 +1%
LJAC
20
L.J. Altfest & Co
New York
$934K 135,122 -35,124 -21%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$617K 89,341 -35,529 -28%
UB
22
UMB Bank
Missouri
$615K 88,902 -613 -0.7%
CW
23
CreativeOne Wealth
Kansas
$615K 89,017 +32,895 +59%
Ameriprise
24
Ameriprise
Minnesota
$598K 86,514 +23,809 +38%
KACA
25
Kayne Anderson Capital Advisors
California
$538K 78,024 -16,500 -17%
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