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FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Transamerica Financial Advisors
26
Transamerica Financial Advisors
Florida
$521K +$392K +26,700 +211%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$510K -$79.3K -5,400 -12%
Curi RMB Capital
28
Curi RMB Capital
Illinois
$476K +$529K +36,018 New
Oppenheimer & Co
29
Oppenheimer & Co
New York
$286K +$318K +21,636 New
Wedbush Securities
30
Wedbush Securities
California
$277K +$64.5K +4,392 +27%
Coastal Bridge Advisors
31
Coastal Bridge Advisors
Connecticut
$244K +$271K +18,425 New
Formidable Asset Management
32
Formidable Asset Management
Ohio
$213K -$34.5K -2,350 -12%
BOK Financial
33
BOK Financial
Oklahoma
$208K +$231K +15,765 New
Jane Street
34
Jane Street
New York
$188K +$208K +14,185 New
Landscape Capital Management
35
Landscape Capital Management
New Jersey
$187K +$208K +14,147 New
Credit Suisse
36
Credit Suisse
Switzerland
$167K +$186K +12,650 New
Ladenburg Thalmann Financial Services
37
Ladenburg Thalmann Financial Services
Florida
$156K +$15.8K +1,075 +10%
JP Morgan Chase
38
JP Morgan Chase
New York
$118K +$131K +8,955 New
AIA
39
Allegis Investment Advisors
Idaho
$90K +$100K +6,790 New
D.A. Davidson & Co
40
D.A. Davidson & Co
Montana
$46K -$73.4K -5,000 -59%
Tower Research Capital (TRC)
41
Tower Research Capital (TRC)
New York
$35K +$25.8K +1,755 +197%
MSI Financial Services
42
MSI Financial Services
Massachusetts
$33K +$37.1K +2,525 New
IFP Advisors
43
IFP Advisors
Florida
$23K +$25.1K +1,710 New
WA
44
WFG Advisors
Texas
$21K +$14.7K +1,000 +169%
Bartlett & Co
45
Bartlett & Co
Ohio
$19K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
Atwood & Palmer
47
Atwood & Palmer
Missouri
$4K – – –
Westchester Capital Management (New York)
48
Westchester Capital Management (New York)
New York
$2K – – –
WealthPLAN Partners
49
WealthPLAN Partners
Nebraska
$26 +$29.4K +2,000 New
Stifel Financial
50
Stifel Financial
Missouri
– -$394K -24,800 Closed