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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
Kestra Private Wealth Services
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%
CreativeOne Wealth
29
CreativeOne Wealth
Kansas
$394K -$299K -39,256 -44%
Kayne Anderson Capital Advisors
30
Kayne Anderson Capital Advisors
California
$394K -$215K -28,200 -36%
Beta Wealth Group
31
Beta Wealth Group
California
$351K -$45.4K -5,973 -12%
Avalon Investment & Advisory
32
Avalon Investment & Advisory
Texas
$332K +$320K +41,995 New
Mariner Independent Advisor Network
33
Mariner Independent Advisor Network
Kansas
$283K +$487 +64 +0.2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$236K – – –
IHT Wealth Management
35
IHT Wealth Management
Illinois
$221K +$213K +28,000 New
Shepherd Kaplan Krochuk
36
Shepherd Kaplan Krochuk
Massachusetts
$199K – – –
Moors & Cabot
37
Moors & Cabot
Massachusetts
$176K – – –
Smith, Moore & Co
38
Smith, Moore & Co
Missouri
$171K +$7.52K +989 +5%
Oppenheimer & Co
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%
Prospera Financial Services
42
Prospera Financial Services
Texas
$150K +$144K +18,951 New
Dorsey & Whitney Trust
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%
Centaurus Financial
46
Centaurus Financial
California
$97K +$15.2K +2,000 +20%
Cetera Advisor Networks
47
Cetera Advisor Networks
California
$97K +$93K +12,222 New
HighPoint Advisor Group
48
HighPoint Advisor Group
Illinois
$96K – – –
Sit Investment Associates
49
Sit Investment Associates
Minnesota
$94K – – –
Kingsview Wealth Management
50
Kingsview Wealth Management
Oregon
$91K – – –