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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
KPWS
26
Kestra Private Wealth Services
Texas
$430K +$20.1K +2,638 +5%
GA
27
Greytown Advisors
Florida
$426K
Wells Fargo
28
Wells Fargo
California
$397K -$14.7K -1,938 -4%
CW
29
CreativeOne Wealth
Kansas
$394K -$299K -39,256 -44%
KACA
30
Kayne Anderson Capital Advisors
California
$394K -$215K -28,200 -36%
BWG
31
Beta Wealth Group
California
$351K -$45.4K -5,973 -12%
AIA
32
Avalon Investment & Advisory
Texas
$332K +$320K +41,995 New
MIAN
33
Mariner Independent Advisor Network
Kansas
$283K +$487 +64 +0.2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$236K
IWM
35
IHT Wealth Management
Illinois
$221K +$213K +28,000 New
SKK
36
Shepherd Kaplan Krochuk
Massachusetts
$199K
MC
37
Moors & Cabot
Massachusetts
$176K
SMC
38
Smith, Moore & Co
Missouri
$171K +$7.53K +989 +5%
OC
39
Oppenheimer & Co
New York
$169K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$158K +$936 +123 +0.6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$156K -$47.6K -6,250 -24%
PFS
42
Prospera Financial Services
Texas
$150K +$144K +18,951 New
DWT
43
Dorsey & Whitney Trust
South Dakota
$149K +$1.56K +205 +1%
Stifel Financial
44
Stifel Financial
Missouri
$146K -$13.6K -1,788 -9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$137K -$6.67K -877 -5%
CF
46
Centaurus Financial
California
$97K +$15.2K +2,000 +20%
CAN
47
Cetera Advisor Networks
California
$97K +$93K +12,222 New
HAG
48
HighPoint Advisor Group
Illinois
$96K
SIA
49
Sit Investment Associates
Minnesota
$94K
KWM
50
Kingsview Wealth Management
Oregon
$91K