Atria Wealth Solutions, Inc. First Trust Mlp & Energy Income Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$8.36 - $9.67 $25,080 - $29,010	-3,000 Reduced 9.68%	28,000 $270,000
Q4 2023 Feb 02, 2024	BUY	$7.54 - $8.81 $37,700 - $44,050	5,000 Added 19.23%	31,000 $265,000
Q3 2023 Nov 08, 2023	SELL	$7.64 - $8.18 $3,820 - $4,090	-500 Reduced 1.89%	26,000 $205,000
Q2 2023 Aug 03, 2023	BUY	$7.31 - $7.82 $193,715 - $207,230	26,500 New	26,500 $204,000
Q1 2023 Aug 22, 2023	SELL	$7.11 - $8.34 $35,550 - $41,700	-5,000 Reduced 18.87%	21,500 $164,000
Q1 2023 May 10, 2023	BUY	$7.11 - $8.34 $152,865 - $179,310	21,500 New	21,500 $164,000

Others Institutions Holding FEI

# of Institutions

5

Shares Held

280K

Call Options Held

0

Put Options Held

0

About FIRST TRUST MLP & ENERGY INCOME FUND

Ticker FEI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
First Trust MLP and Energy Income Fund is a closed-ended balanced mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating in the energy and energy...

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