Latest Institutional Purchases of First Trust Mlp & Energy Income Fund (FEI)
This list provides information on the latest institutional transactions involving First Trust Mlp & Energy Income Fund (FEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.99MNew |
$33.3M - $38.5M
|
3.99M
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
433KNew |
$3.62M - $4.19M
|
433K
$0
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
349K+ 85.45% |
$2.92M - $3.37M
|
757K
$0
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
267KNew |
$2.23M - $2.58M
|
267K
$0
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
254K+ 335.9% |
$2.12M - $2.46M
|
330K
$0
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
129K+ 538.85% |
$1.08M - $1.25M
|
153K
$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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78K+ 108.99% |
$652K - $755K
|
150K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.8K+ 46.64% |
$525K - $607K
|
198K
$0
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
40.3K+ 23.56% |
$337K - $390K
|
212K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4KNew |
$321K - $371K
|
38.4K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33KNew |
$276K - $319K
|
33K
$0
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
29.8K+ 100.0% |
$249K - $288K
|
59.5K
$0
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.6KNew |
$189K - $218K
|
22.6K
$0
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17.2KNew |
$143K - $166K
|
17.2K
$0
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 8.08% |
$134K - $155K
|
215K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 3.03% |
$132K - $152K
|
536K
$0
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 3.27% |
$117K - $135K
|
443K
$0
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2KNew |
$111K - $128K
|
13.2K
$0
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 14.34% |
$98.9K - $114K
|
94.3K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.71K+ 4.6% |
$72.8K - $84.2K
|
198K
$0
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.5KNew |
$46K - $53.2K
|
5.5K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 28.19% |
$34.8K - $40.2K
|
18.9K
$0
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.66K+ 1.53% |
$30.6K - $35.4K
|
242K
$0
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.52K+ 11.17% |
$29.4K - $34K
|
35K
$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 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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$12.5K - $14.5K
|
1.5K
$0
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.45K+ 5.89% |
$12.1K - $14K
|
26.1K
$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
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
725+ 0.72% |
$6.06K - $7.01K
|
102K
$0
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
430+ 0.54% |
$3.59K - $4.16K
|
80.7K
$0
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
273+ 81.98% |
$2.28K - $2.64K
|
606
$0
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
273+ 1.7% |
$2.28K - $2.64K
|
16.3K
$0
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
266+ 2.13% |
$2.22K - $2.57K
|
12.7K
$0
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181+ 1.72% |
$1.51K - $1.75K
|
10.7K
$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
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.42% |
$33.4 - $38.7
|
286
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
856KNew |
$6.46M - $7.54M
|
856K
$0
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
185K+ 751.02% |
$1.39M - $1.63M
|
209K
$0
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
123KNew |
$929K - $1.09M
|
123K
$0
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
14KNew |
$106K - $123K
|
14K
$0
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.7K+ 52.3% |
$58K - $67.8K
|
22.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.52KNew |
$34K - $39.8K
|
4.52K
$0
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.07KNew |
$8.05K - $9.41K
|
1.07K
$0
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$7.54K - $8.81K
|
1K
$0
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
900+ 50.0% |
$6.79K - $7.93K
|
2.7K
$0
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 3.94% |
$3.77K - $4.41K
|
13.2K
$0
|