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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
FAAS
51
First Allied Advisory Services
California
$139K
PA
52
Pinnacle Associates
New York
$134K +$125K +11,250 New
SIA
53
Sit Investment Associates
Minnesota
$79K -$193K -17,342 -72%
SPIA
54
Steward Partners Investment Advisory
New York
$51K -$6.67K -600 -12%
RAM
55
Riggs Asset Management
Pennsylvania
$49K -$33.1K -2,981 -42%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$39K
RIA
57
Realta Investment Advisors
Delaware
$35K +$10.5K +947 +44%
AA
58
Ancora Advisors
Ohio
$30K +$27.8K +2,500 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$28K
FIA
60
FNY Investment Advisers
New York
$16K -$123K -11,045 -89%
AWM
61
Avior Wealth Management
Nebraska
$12K
GWM
62
Geneos Wealth Management
Colorado
$9K
SF
63
Synovus Financial
Georgia
$8K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$6K -$22.7K -2,043 -80%
1IA
65
1834 Investment Advisors
Wisconsin
$6K
ST
66
Smithfield Trust
Pennsylvania
$6K
KFS
67
Kelly Financial Services
Massachusetts
$5.97K
JCM
68
Jacobi Capital Management
Pennsylvania
$4K
LWM
69
Liberty Wealth Management
California
$4K +$122 +11 +3%
GI
70
Gradient Investments
Minnesota
$1K
FAM
71
Formidable Asset Management
Ohio
-$455K -42,663 Closed
CIAS
72
Capital Investment Advisory Services
North Carolina
-$17K -1,501 Closed
BCWM
73
Bartlett & Co Wealth Management
Ohio
-$16.8K -1,462 Closed
KWA
74
KCS Wealth Advisory
California
-$11.6K -1,008 Closed
SFS
75
Sowell Financial Services
Arkansas
-$9K -752 Closed