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 $116M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% 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
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$26.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.98M
3
KACA
3
Kayne Anderson Capital Advisors
California
$1.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WAM
2
Wolverine Asset Management
Illinois
$1.68M
3
LPL Financial
3
LPL Financial
California
$1.63M
4
QC
4
Quantedge Capital
Singapore
$458K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.2M 4,202,204 +102,559 +3%
SCM
2
Saba Capital Management
New York
$26.8M 3,386,641 +507,569 +18%
AAM
3
Advisors Asset Management
Colorado
$9.68M 1,223,872 -3,086 -0.3%
UBS Group
4
UBS Group
Switzerland
$3.88M 490,498 +6,605 +1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.98M 377,034 +377,034 New
Cohen & Steers
6
Cohen & Steers
New York
$2.9M 366,575 – –
BIM
7
Bridges Investment Management
Nebraska
$2.67M 338,055 – –
ACM
8
Anfield Capital Management
California
$2.59M 327,603 +2,896 +0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.08M 263,329 +47,405 +22%
CA
10
Cambridge Advisors
Nebraska
$1.86M 234,976 +3,951 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.84M 232,881 +36,018 +18%
WAM
12
Wolverine Asset Management
Illinois
$1.68M 212,602 -73,949 -26%
LPL Financial
13
LPL Financial
California
$1.63M 206,182 -71,436 -26%
KACA
14
Kayne Anderson Capital Advisors
California
$1.44M 182,500 +140,638 +336%
Wells Fargo
15
Wells Fargo
California
$1.32M 166,996 -6,736 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.12M 142,029 -514 -0.4%
TA
17
Tiedemann Advisors
New York
$1.05M 133,169 – –
LJAC
18
L.J. Altfest & Co
New York
$1.05M 132,079 -2,276 -2%
FAM
19
Formidable Asset Management
Ohio
$1.04M 131,464 +26,100 +25%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.02M 128,552 -1,145 -0.9%
RJA
21
Raymond James & Associates
Florida
$888K 112,255 -14,054 -11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$838K 105,883 -248 -0.2%
WP
23
WealthSource Partners
California
$811K 102,500 +42,500 +71%
WA
24
WESPAC Advisors
California
$796K 100,688 -1,423 -1%
CAM
25
Cresset Asset Management
Illinois
$644K 81,435 +668 +0.8%
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