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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76 hedge funds and large institutions have $93.1M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$3.53M
2
ACM
Anfield Capital Management
California
$2.27M
3
BIM
Bridges Investment Management
Nebraska
$3.12M
4
AAM
Advisors Asset Management
Colorado
$4.81M
5
Morgan Stanley
Morgan Stanley
New York
$38.6M

Top Sellers

1
EL
Essex LLC
Illinois
$3.58M
2
PAIM
Punch & Associates Investment Management
Minnesota
$805K
3
RCM
Rivernorth Capital Management
Florida
$0
4
WAM
Weiss Asset Management
Massachusetts
$0
5
MWC
MBM Wealth Consultants
Missouri
$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.6M +$923K +111,728 +2%
AAM
2
Advisors Asset Management
Colorado
$4.81M +$1.24M +149,568 +35%
UBS Group
3
UBS Group
Switzerland
$4.78M -$9.77K -1,183 -0.2%
Cohen & Steers
4
Cohen & Steers
New York
$3.6M – – –
EL
5
Essex LLC
Illinois
$3.58M -$2.24M -271,759 -39%
CA
6
Cornerstone Advisors
North Carolina
$3.53M +$3.53M +427,600 New
BIM
7
Bridges Investment Management
Nebraska
$3.12M +$1.91M +231,600 +159%
RJA
8
Raymond James & Associates
Florida
$2.79M -$71.7K -8,682 -3%
ACM
9
Anfield Capital Management
California
$2.27M +$2.27M +274,496 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.8M -$27K -3,271 -1%
LPL Financial
11
LPL Financial
California
$1.78M +$52.1K +6,309 +3%
TA
12
Tiedemann Advisors
New York
$1.75M -$25.1K -3,040 -1%
CA
13
Cambridge Advisors
Nebraska
$1.62M -$15.8K -1,916 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.51M +$202K +24,459 +15%
WAM
15
Wolverine Asset Management
Illinois
$1.16M +$747K +90,487 +179%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.15M -$96K -11,621 -8%
LJAC
17
L.J. Altfest & Co
New York
$1.14M -$49.7K -6,013 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$966K -$71K -8,594 -7%
FAM
19
Formidable Asset Management
Ohio
$852K +$852K +103,113 New
PAIM
20
Punch & Associates Investment Management
Minnesota
$805K -$1.38M -167,500 -63%
Ameriprise
21
Ameriprise
Minnesota
$780K +$150K +18,097 +24%
QC
22
Quantedge Capital
Singapore
$739K +$442K +53,497 +149%
DADC
23
D.A. Davidson & Co
Montana
$607K +$1.02K +123 +0.2%
SI
24
Stephens Inc
Arkansas
$600K +$1.45K +175 +0.2%
Invesco
25
Invesco
Georgia
$577K -$160K -19,373 -22%
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