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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$73K -$20.2K -3,625 -22%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$73K +$731 +131 +1%
KWM
53
Kingsview Wealth Management
Oregon
$65K +$62.7K +11,240 New
PA
54
Pinnacle Associates
New York
$62K -$1.12K -200 -2%
FFWM
55
Future Financial Wealth Management
Ohio
$61K +$58.6K +10,500 New
CF
56
Centaurus Financial
California
$59K +$56.6K +10,148 New
QOP
57
Quinn Opportunity Partners
Virginia
$58K +$55.8K +10,000 New
Bank of America
58
Bank of America
North Carolina
$54K -$22.5K -4,040 -31%
SIA
59
Sit Investment Associates
Minnesota
$52K -$44.1K -7,907 -47%
Citigroup
60
Citigroup
New York
$50K -$4.43K -795 -9%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$28K
SPIA
62
Steward Partners Investment Advisory
New York
$18K +$1.12K +200 +7%
AA
63
Ancora Advisors
Ohio
$15K
GWM
64
Geneos Wealth Management
Colorado
$12K
JCM
65
Jacobi Capital Management
Pennsylvania
$11K +$8.57K +1,537 +443%
IAIM
66
International Assets Investment Management
Florida
$7K +$6.54K +1,172 New
AF
67
Advisornet Financial
Minnesota
$6K
1IA
68
1834 Investment Advisors
Wisconsin
$3K
ST
69
Smithfield Trust
Pennsylvania
$3K
KFS
70
Kelly Financial Services
Massachusetts
$2.9K
LWM
71
Liberty Wealth Management
California
$2K +$78 +14 +3%
GRP
72
Global Retirement Partners
California
$1K +$541 +97 New
RCM
73
Robinson Capital Management
Michigan
$1K +$837 +150 New
FA
74
Financial Avengers
California
$1K +$926 +166 New
IHWM
75
Iron Horse Wealth Management
Iowa
$1K +$1.4K +250 New