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FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI
Delisted
FEI was delisted on the 3rd of May, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 76 |
FAM
76
Formidable Asset Management
Cincinnati,
Ohio
| – | -$607K | -48,713 | Closed |
|
| 77 |
77
Millennium Management
New York
| – | -$560K | -44,713 | Closed |
|
| 78 |
G
78
GenTrust
Miami,
Florida
| – | -$309K | -24,750 | Closed |
|
| 79 |
79
William Blair & Company
Chicago,
Illinois
| – | -$264K | -21,125 | Closed |
|
| 80 |
OFG
80
OTA Financial Group
Purchase,
New York
| – | -$258K | -19,870 | Closed |
|
| 81 |
SWP
81
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$51K | -4,045 | Closed |
|
| 82 |
SPIA
82
Steward Partners Investment Advisory
New York
| – | -$48K | -3,848 | Closed |
|
| 83 |
AA
83
Ancora Advisors
Cleveland,
Ohio
| – | -$31K | -2,500 | Closed |
|
| 84 |
NWM
84
Northwest Wealth Management
Spencer,
Iowa
| – | -$28K | -2,200 | Closed |
|
| 85 |
85
Bessemer Group
Woodbridge,
New Jersey
| – | -$19K | -1,500 | Closed |
|
| 86 |
86
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$13K | -1,000 | Closed |
|
| 87 |
WC
87
Whitney & Co
Rochester,
New York
| – | -$11K | -1,000 | Closed |
|
| 88 |
CPIG
88
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$4K | -314 | Closed |
|