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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82 hedge funds and large institutions have $104M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$9.83M
2
AAM
2
Advisors Asset Management
Colorado
$9.23M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.99M
4
Wells Fargo
4
Wells Fargo
California
$1.3M
5
SIA
5
Schechter Investment Advisors
Michigan
$247K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
RJA
2
Raymond James & Associates
Florida
$2.17M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.98M
4
CA
4
Cornerstone Advisors
North Carolina
$0
5
AAS
5
Avantax Advisory Services
Texas
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.9M 4,171,214 -378,028 -8%
SCM
2
Saba Capital Management
New York
$9.83M 1,286,610 +676,372 +111%
AAM
3
Advisors Asset Management
Colorado
$9.23M 1,208,560 +281,672 +30%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$6.98M 913,123 -72,153 -7%
UBS Group
5
UBS Group
Switzerland
$3.64M 475,787 -11,391 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$2.99M 390,765 +80,765 +26%
Cohen & Steers
7
Cohen & Steers
New York
$2.8M 366,575 – –
BIM
8
Bridges Investment Management
Nebraska
$2.58M 338,055 -27,545 -8%
ACM
9
Anfield Capital Management
California
$2.21M 289,460 +23,098 +9%
RJA
10
Raymond James & Associates
Florida
$2.17M 283,957 -81,481 -22%
LPL Financial
11
LPL Financial
California
$2.14M 280,696 +20,648 +8%
WAM
12
Wolverine Asset Management
Illinois
$1.97M 258,058 +28,724 +13%
CA
13
Cambridge Advisors
Nebraska
$1.72M 225,293 +7,183 +3%
TA
14
Tiedemann Advisors
New York
$1.62M 211,856 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$1.62M 211,790 +7,829 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.55M 203,203 +871 +0.4%
Wells Fargo
17
Wells Fargo
California
$1.3M 170,637 +36,532 +27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.21M 158,373 +576 +0.4%
LJAC
19
L.J. Altfest & Co
New York
$1.02M 133,841 -2,517 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$993K 129,697 -1,400 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$893K 116,898 -121 -0.1%
FAM
22
Formidable Asset Management
Ohio
$825K 106,064 – –
WA
23
WESPAC Advisors
California
$792K 103,615 +26,997 +35%
QC
24
Quantedge Capital
Singapore
$728K 95,263 -8,877 -9%
Mariner
25
Mariner
Kansas
$650K 85,031 -28,064 -25%
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