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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.93K- 65.51% |
$48.9K - $60.1K
|
3.65K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 14.05% |
$13.4K - $16.5K
|
11.6K
$0
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-433KClosed |
$3.18M - $3.77M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$91.9K - $109K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3.8KClosed |
$27.9K - $33.1K
|
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 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-585- 1.18% |
$4.3K - $5.1K
|
49.1K
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-551- 1.4% |
$4.05K - $4.8K
|
38.9K
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$3.68K - $4.36K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-400Closed |
$2.94K - $3.48K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
$80.9 - $95.8
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-65.4KClosed |
$482K - $540K
|
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
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-39.6K- 73.52% |
$292K - $327K
|
14.3K
$0
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19.4KClosed |
$143K - $161K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$92.4K - $104K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.5KClosed |
$18.4K - $20.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.8KClosed |
$13.3K - $14.9K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-20.3KClosed |
$139K - $164K
|
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
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1KClosed |
$6.87K - $8.08K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-445Closed |
$3.06K - $3.6K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-385Closed |
$2.64K - $3.11K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28KClosed |
$193K - $224K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-209KClosed |
$1.44M - $1.74M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-50.6KClosed |
$349K - $423K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.04KClosed |
$27.8K - $33.7K
|
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
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-500Closed |
$3.45K - $4.18K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Matisse Capital
|
SELL
|
- |
-271KClosed |
$1.58M - $1.9M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-72.9KClosed |
$425K - $512K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-43.5KClosed |
$254K - $306K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-42KClosed |
$245K - $295K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.1KClosed |
$82.3K - $99.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.6KClosed |
$61.8K - $74.4K
|
0
$0
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-500Closed |
$2.92K - $3.51K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-166Closed |
$968 - $1.17K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150Closed |
$875 - $1.05K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Premier Fund Managers LTD
|
SELL
|
- |
-110KClosed |
$504K - $685K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-56.4KClosed |
$258K - $351K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.4KClosed |
$88.7K - $121K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.1KClosed |
$82.7K - $112K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2KClosed |
$9.16K - $12.5K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86.7KClosed |
$401K - $486K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-15.4KClosed |
$71.2K - $86.3K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$56.9K - $69K
|
0
$0
|