Latest Institutional Transactions on First Trust Mlp & Energy Income Fund (FEI)
This table provides information on the latest institutional transactions involving First Trust Mlp & Energy Income Fund (FEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.52K+ 11.17% |
$29.4K - $34K
|
35K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4KNew |
$321K - $371K
|
38.4K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.02K+ 7.34% |
$8.54K - $9.88K
|
14.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
349K+ 85.45% |
$2.92M - $3.37M
|
757K
$0
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 1.7% |
$18.4K - $21.3K
|
127K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 3.27% |
$117K - $135K
|
443K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.9K- 1.55% |
$526K - $609K
|
3.99M
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
254K+ 335.9% |
$2.12M - $2.46M
|
330K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.41K- 11.63% |
$78.7K - $91K
|
71.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
430+ 0.54% |
$3.59K - $4.16K
|
80.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13- 65.0% |
$109 - $126
|
7
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.46K- 5.31% |
$12.2K - $14.1K
|
26.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.41K+ 0.07% |
$20.2K - $23.3K
|
3.4M
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178K+ 69.62% |
$1.49M - $1.72M
|
433K
$0
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.42% |
$33.4 - $38.7
|
286
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78K+ 108.99% |
$652K - $755K
|
150K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 1.7% |
$359 - $416
|
2.58K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.45K- 3.75% |
$12.1K - $14K
|
37.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 14.34% |
$98.9K - $114K
|
94.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
114K+ 357.37% |
$951K - $1.1M
|
146K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
92.9KNew |
$777K - $898K
|
92.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33KNew |
$276K - $319K
|
33K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2KNew |
$111K - $128K
|
13.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
129K+ 538.85% |
$1.08M - $1.25M
|
153K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.23K- 1.75% |
$10.2K - $11.8K
|
68.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.9K- 22.86% |
$57.7K - $66.8K
|
23.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.23K- 23.43% |
$35.4K - $40.9K
|
13.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.4K- 8.77% |
$672K - $777K
|
836K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.97% |
$7.86K - $9.09K
|
18K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 28.19% |
$34.8K - $40.2K
|
18.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
40.3K+ 23.56% |
$337K - $390K
|
212K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 3.03% |
$132K - $152K
|
536K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-23.9K- 7.33% |
$200K - $231K
|
302K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 9.68% |
$25.1K - $29K
|
28K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09K- 5.71% |
$25.8K - $29.8K
|
50.9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-566- 1.58% |
$4.73K - $5.47K
|
35.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$12.5K - $14.5K
|
1.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 4.1% |
$24.9K - $28.8K
|
75.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
267KNew |
$2.23M - $2.58M
|
267K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.97K- 1.62% |
$49.9K - $57.7K
|
362K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 1.95% |
$21K - $24.3K
|
126K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 22.23% |
$51.1K - $59.1K
|
21.4K
$0
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 8.29% |
$17.5K - $20.2K
|
23.1K
$0
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 8.08% |
$134K - $155K
|
215K
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-594- 4.87% |
$4.97K - $5.74K
|
11.6K
$0
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.45K+ 5.89% |
$12.1K - $14K
|
26.1K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.7K- 47.93% |
$148K - $171K
|
19.2K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.8K+ 46.64% |
$525K - $607K
|
198K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-882- 2.42% |
$7.37K - $8.53K
|
35.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.99K- 20.57% |
$58.4K - $67.5K
|
27K
$0
|
|