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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
Citigroup
51
Citigroup
New York
$138K -$2.25K -200 -2%
RAM
52
Riggs Asset Management
Pennsylvania
$81K -$888 -79 -1%
1IA
53
1834 Investment Advisors
Wisconsin
$45K
LF
54
Lee Financial
Texas
$43K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$28K +$40.5K +3,600 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$23K
IA
57
IFP Advisors
Florida
$20K +$9.67K +860 +96%
SMFS
58
Squar Milner Financial Services
California
$19K +$19.4K +1,724 New
BC
59
Bartlett & Co
Ohio
$17K
CIAS
60
Capital Investment Advisory Services
North Carolina
$17K
BCWM
61
Bartlett & Co Wealth Management
Ohio
$16.8K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.2K +1,000 New
SF
63
Synovus Financial
Georgia
$11K
GWM
64
Geneos Wealth Management
Colorado
$9K
AF
65
Advisornet Financial
Minnesota
$6K
ST
66
Smithfield Trust
Pennsylvania
$6K
KFS
67
Kelly Financial Services
Massachusetts
$5.75K +$5.62K +500 New
JCM
68
Jacobi Capital Management
Pennsylvania
$4K
LWM
69
Liberty Wealth Management
California
$3K +$101 +9 +3%
FHB
70
First Hawaiian Bank
Hawaii
$2K
GI
71
Gradient Investments
Minnesota
$1K
CA
72
Cornerstone Advisors
North Carolina
-$917K -93,554 Closed
6M
73
6 Meridian
Kansas
-$690K -70,436 Closed
MWM
74
Merriman Wealth Management
Washington
-$661K -64,000 Closed
KWA
75
KCS Wealth Advisory
California
-$406K -41,383 Closed