FEI

FIRST TRUST MLP AND ENERGY INCOME FUND
FEI

Overview Fund Activity
Delisted

FEI was delisted on the 3rd of May, 2024.

Back to rankings

83 hedge funds and large institutions have $107M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$22.2M
2
CAM
2
Cresset Asset Management
Illinois
$623K
3
ACM
3
Anfield Capital Management
California
$2.5M
4
WAM
4
Wolverine Asset Management
Illinois
$2.21M
5
CW
5
CreativeOne Wealth
Kansas
$147K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$313K
2
RJA
2
Raymond James & Associates
Florida
$974K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.28M
4
OFG
4
OTA Financial Group
New York
$0
5
TA
5
Tiedemann Advisors
New York
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.6M 4,099,645 -71,569 -2%
SCM
2
Saba Capital Management
New York
$22.2M 2,879,072 +1,592,462 +124%
AAM
3
Advisors Asset Management
Colorado
$9.46M 1,226,958 +18,398 +2%
UBS Group
4
UBS Group
Switzerland
$3.73M 483,893 +8,106 +2%
Cohen & Steers
5
Cohen & Steers
New York
$2.83M 366,575 – –
BIM
6
Bridges Investment Management
Nebraska
$2.61M 338,055 – –
ACM
7
Anfield Capital Management
California
$2.5M 324,707 +35,247 +12%
PAIM
8
Punch & Associates Investment Management
Minnesota
$2.28M 295,765 -95,000 -24%
WAM
9
Wolverine Asset Management
Illinois
$2.21M 286,551 +28,493 +11%
LPL Financial
10
LPL Financial
California
$2.14M 277,618 -3,078 -1%
CA
11
Cambridge Advisors
Nebraska
$1.78M 231,025 +5,732 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.67M 215,924 +12,721 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.52M 196,863 -14,927 -7%
Wells Fargo
14
Wells Fargo
California
$1.34M 173,732 +3,095 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.1M 142,543 -15,830 -10%
LJAC
16
L.J. Altfest & Co
New York
$1.04M 134,355 +514 +0.4%
TA
17
Tiedemann Advisors
New York
$1.03M 133,169 -78,687 -37%
HighTower Advisors
18
HighTower Advisors
Illinois
$1M 129,697 – –
RJA
19
Raymond James & Associates
Florida
$974K 126,309 -157,648 -56%
QC
20
Quantedge Capital
Singapore
$854K 110,763 +15,500 +16%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$818K 106,131 -10,767 -9%
FAM
22
Formidable Asset Management
Ohio
$812K 105,364 -700 -0.7%
WA
23
WESPAC Advisors
California
$787K 102,111 -1,504 -1%
CAM
24
Cresset Asset Management
Illinois
$623K 80,767 +80,767 New
Mariner
25
Mariner
Kansas
$598K 77,531 -7,500 -9%
1
2 3 4