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 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19.4KClosed |
$143K - $161K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.5KClosed |
$18.4K - $20.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-385Closed |
$2.64K - $3.11K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-445Closed |
$3.06K - $3.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-10KClosed |
$68.7K - $80.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.77KClosed |
$12.2K - $14.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-20.3KClosed |
$139K - $164K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
23.3KNew |
$160K - $188K
|
23.3K
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1KClosed |
$6.87K - $8.08K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$2.66K - $3.08K
|
385
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28KClosed |
$193K - $224K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.6% |
$20.7 - $24
|
503
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-500Closed |
$3.45K - $4.18K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-209KClosed |
$1.44M - $1.74M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.04KClosed |
$27.8K - $33.7K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-50.6KClosed |
$349K - $423K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.91KClosed |
$20K - $24.3K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.17KClosed |
$8.08K - $9.79K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-500Closed |
$2.92K - $3.51K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-42KClosed |
$245K - $295K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-166Closed |
$968 - $1.17K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Matisse Capital
|
SELL
|
- |
-271KClosed |
$1.58M - $1.9M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.6KClosed |
$61.8K - $74.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-43.5KClosed |
$254K - $306K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150Closed |
$875 - $1.05K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.1KClosed |
$82.3K - $99.1K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-72.9KClosed |
$425K - $512K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-56.4KClosed |
$258K - $351K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.1KClosed |
$82.7K - $112K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Premier Fund Managers LTD
|
SELL
|
- |
-110KClosed |
$504K - $685K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2KClosed |
$9.16K - $12.5K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.4KClosed |
$88.7K - $121K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$56.9K - $69K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
31.7KNew |
$147K - $178K
|
31.7K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86.7KClosed |
$401K - $486K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-920Closed |
$4.25K - $5.15K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-15.4KClosed |
$71.2K - $86.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-19.6KClosed |
$80.2K - $138K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-470KClosed |
$1.93M - $3.33M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-658Closed |
$2.7K - $4.65K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-650Closed |
$2.66K - $4.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.44KClosed |
$5.89K - $10.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-26KClosed |
$75.9K - $313K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-134KClosed |
$391K - $1.61M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.6KClosed |
$36.8K - $152K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-48KClosed |
$140K - $577K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-15.1KClosed |
$44.1K - $182K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.1KClosed |
$9.06K - $37.3K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-70.3KClosed |
$205K - $845K
|
0
$0
|
|