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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
SIA
51
Schechter Investment Advisors
Michigan
-$313K -32,382 Closed
KPWS
52
Kestra Private Wealth Services
Texas
-$285K -29,485 Closed
AWS
53
Atria Wealth Solutions
New York
-$271K -28,000 Closed
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
-$262K -27,127 Closed
OC
55
Oppenheimer & Co
New York
-$261K -26,971 Closed
MC
56
Moors & Cabot
Massachusetts
-$252K -26,070 Closed
Bank of America
57
Bank of America
North Carolina
-$252K -26,054 Closed
Baird Financial Group
58
Baird Financial Group
Wisconsin
-$238K -24,563 Closed
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
-$225K -23,293 Closed
SMC
60
Smith, Moore & Co
Missouri
-$224K -23,124 Closed
Natixis Advisors
61
Natixis Advisors
Massachusetts
-$218K -22,560 Closed
Truist Financial
62
Truist Financial
North Carolina
-$207K -21,392 Closed
AAS
63
Avantax Advisory Services
Texas
-$186K -19,200 Closed
SIA
64
Sit Investment Associates
Minnesota
-$175K -18,143 Closed
PFS
65
Prospera Financial Services
Texas
-$166K -17,158 Closed
NAS
66
NWF Advisory Services
California
-$163K -16,900 Closed
RFA
67
Register Financial Advisors
Georgia
-$158K -16,299 Closed
BRWA
68
B. Riley Wealth Advisors
Florida
-$118K -14,946 Closed
CCG
69
Catalina Capital Group
California
-$135K -13,995 Closed
CIS
70
Custom Index Systems
New York
-$134K -13,837 Closed
Kovitz Investment Group Partners
71
Kovitz Investment Group Partners
Illinois
-$128K -13,245 Closed
PHS
72
Pekin Hardy Strauss
Illinois
-$127K -13,185 Closed
SPC
73
Sigma Planning Corp
Michigan
-$123K -12,732 Closed
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
-$116K -11,956 Closed
KWM
75
Kingsview Wealth Management
Oregon
-$112K -11,596 Closed