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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 0.25% |
$226 - $264
|
12.2K
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
42.5K+ 70.83% |
$325K - $348K
|
103K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.22KNew |
$47.5K - $50.8K
|
6.22K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
3.03K+ 24.48% |
$23.1K - $24.8K
|
15.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.9KNew |
$22.2K - $23.7K
|
2.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 123.71% |
$917 - $982
|
217
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$764 - $818
|
100
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 0.25% |
$764 - $818
|
40.4K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15.8KNew |
$116K - $124K
|
15.8K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 22.44% |
$25.6K - $27.4K
|
19.1K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.59KNew |
$11.6K - $12.4K
|
1.59K
$0
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
32.4KNew |
$230K - $270K
|
32.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
24.8K+ 44.97% |
$176K - $207K
|
79.9K
$0
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
42KNew |
$302K - $342K
|
42K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
13.2KNew |
$95.2K - $108K
|
13.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.1KNew |
$86.9K - $98.4K
|
12.1K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 4.2% |
$7.19K - $8.14K
|
24.8K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$7.19K - $8.14K
|
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
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
11.2KNew |
$79.1K - $97.1K
|
11.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$7.06K - $8.67K
|
1K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 4.55% |
$3.53K - $4.34K
|
11.5K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
47+ 0.17% |
$332 - $407
|
28K
$0
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.7KNew |
$145K - $172K
|
19.7K
$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 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$18.4K - $21.8K
|
2.5K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$9.19K - $10.9K
|
1.25K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 83.33% |
$7.35K - $8.71K
|
2.2K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$4.41K - $5.23K
|
600
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
42KNew |
$310K - $347K
|
42K
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
23.3KNew |
$160K - $188K
|
23.3K
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$2.66K - $3.08K
|
385
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.6% |
$20.7 - $24
|
503
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
31.7KNew |
$147K - $178K
|
31.7K
$0
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
636New |
$1.86K - $7.64K
|
636
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$10.6K - $12.1K
|
1K
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
116KNew |
$1.39M - $1.57M
|
116K
$0
|
|