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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 123.71% |
$917 - $982
|
217
$0
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 22.44% |
$25.6K - $27.4K
|
19.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-95K- 24.31% |
$694K - $743K
|
296K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-30.7K- 67.54% |
$224K - $240K
|
14.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15.8KNew |
$116K - $124K
|
15.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.37K- 16.76% |
$17.3K - $18.5K
|
11.8K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-78.7K- 37.14% |
$575K - $615K
|
133K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.59KNew |
$11.6K - $12.4K
|
1.59K
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20KNew |
$142K - $167K
|
20K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 1.97% |
$64 - $75.1
|
467
$0
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-751- 1.63% |
$5.34K - $6.26K
|
45.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-500- 0.71% |
$3.56K - $4.17K
|
69.5K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
24.8K+ 44.97% |
$176K - $207K
|
79.9K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
32.4KNew |
$230K - $270K
|
32.4K
$0
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
42KNew |
$302K - $342K
|
42K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 4.2% |
$7.19K - $8.14K
|
24.8K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.1KNew |
$86.9K - $98.4K
|
12.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
660New |
$4.75K - $5.37K
|
660
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
250New |
$1.8K - $2.04K
|
250
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$7.19K - $8.14K
|
1K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
13.2KNew |
$95.2K - $108K
|
13.2K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 14.05% |
$13.4K - $16.5K
|
11.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11.6K- 50.0% |
$81.7K - $100K
|
11.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$7.06K - $8.67K
|
1K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
47+ 0.17% |
$332 - $407
|
28K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 4.55% |
$3.53K - $4.34K
|
11.5K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
11.2KNew |
$79.1K - $97.1K
|
11.2K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.93K- 65.51% |
$48.9K - $60.1K
|
3.65K
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$4.41K - $5.23K
|
600
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-551- 1.4% |
$4.05K - $4.8K
|
38.9K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.58KNew |
$18.9K - $22.4K
|
2.58K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$91.9K - $109K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 7.64% |
$11K - $13.1K
|
18.1K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
$80.9 - $95.8
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.7KNew |
$145K - $172K
|
19.7K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 83.33% |
$7.35K - $8.71K
|
2.2K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-585- 1.18% |
$4.3K - $5.1K
|
49.1K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$3.68K - $4.36K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$18.4K - $21.8K
|
2.5K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-433KClosed |
$3.18M - $3.77M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$9.19K - $10.9K
|
1.25K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3.8KClosed |
$27.9K - $33.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-400Closed |
$2.94K - $3.48K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
42KNew |
$310K - $347K
|
42K
$0
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-39.6K- 73.52% |
$292K - $327K
|
14.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.8KClosed |
$13.3K - $14.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-65.4KClosed |
$482K - $540K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$92.4K - $104K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-62.6KClosed |
$461K - $517K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-42.4KClosed |
$312K - $350K
|
0
$0
|
|