Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 99.29% |
$0 - $1.23M
|
900
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-261- 7.38% |
$0 - $2.57K
|
3.28K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.4K- 8.77% |
$672K - $777K
|
836K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-23.9K- 7.33% |
$200K - $231K
|
302K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.7K- 47.93% |
$148K - $171K
|
19.2K
$0
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.2K- 28.73% |
$110K - $127K
|
32.6K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.3K- 8.05% |
$86.2K - $99.7K
|
118K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.41K- 11.63% |
$78.7K - $91K
|
71.5K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.08K- 2.09% |
$59.2K - $68.4K
|
331K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.99K- 20.57% |
$58.4K - $67.5K
|
27K
$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
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-6.38K- 1.55% |
$53.4K - $61.7K
|
405K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 22.23% |
$51.1K - $59.1K
|
21.4K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.11K- 9.91% |
$51.1K - $59.1K
|
55.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.97K- 1.62% |
$49.9K - $57.7K
|
362K
$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 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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 9.68% |
$25.1K - $29K
|
28K
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.77K- 8.59% |
$23.2K - $26.8K
|
29.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 1.7% |
$18.4K - $21.3K
|
127K
$0
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 8.29% |
$17.5K - $20.2K
|
23.1K
$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
|
Comerica Bank
|
SELL
|
- |
-1.45K- 3.75% |
$12.1K - $14K
|
37.2K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.34K- 1.36% |
$11.2K - $13K
|
97.3K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 4.54% |
$10.8K - $12.5K
|
27.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.23K- 1.75% |
$10.2K - $11.8K
|
68.8K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 0.73% |
$8.51K - $9.84K
|
139K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.97% |
$7.86K - $9.09K
|
18K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-882- 2.42% |
$7.37K - $8.53K
|
35.5K
$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 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-566- 1.58% |
$4.73K - $5.47K
|
35.3K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-344- 2.8% |
$2.88K - $3.33K
|
12K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-161- 18.7% |
$1.35K - $1.56K
|
700
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13- 65.0% |
$109 - $126
|
7
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-67K- 86.44% |
$505K - $590K
|
10.5K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-66.8K- 36.6% |
$504K - $589K
|
116K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-40K- 69.01% |
$302K - $352K
|
18K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.85K- 6.1% |
$59.2K - $69.1K
|
121K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.38K- 13.12% |
$17.9K - $20.9K
|
15.7K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-336- 26.27% |
$2.53K - $2.96K
|
943
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-299- 1.2% |
$2.25K - $2.63K
|
24.6K
$0
|
|
| Q3 2023 | |||||||
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.6KClosed |
$119K - $128K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 3.62% |
$3.82K - $4.09K
|
13.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-95K- 24.31% |
$694K - $743K
|
296K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-78.7K- 37.14% |
$575K - $615K
|
133K
$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
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.37K- 16.76% |
$17.3K - $18.5K
|
11.8K
$0
|
|
| Q1 2023 | |||||||
|
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
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11.6K- 50.0% |
$81.7K - $100K
|
11.6K
$0
|
|