Institutional Ownership First Trust Mlp & Energy Income Fund (FEI)
This table provides information about the institutional ownership of First Trust Mlp & Energy Income Fund (FEI). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
29,485
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,015
shares
|
$0
0.01% of portfolio
|
Q3 2022
Added 0.17%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
28,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
27,127
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
26,971
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 20.57%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
26,070
shares
|
$0
0.01% of portfolio
|
Q1 2024
Added 5.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
26,054
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.31%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
24,563
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
23,293
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 22.86%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
23,124
shares
|
$0
0.02% of portfolio
|
Q1 2024
Reduced 8.29%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
22,560
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
21,392
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 22.23%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
19,200
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
18,143
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 7.64%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
17,158
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.53%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
16,299
shares
|
$0
0.08% of portfolio
|
Q1 2024
Added 1.7%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
14,946
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.34%
|
|
Catalina Capital Group, LLC
Torrance, CA |
May 03, 2024 Q1 2024 |
13,995
shares
|
$0
0.06% of portfolio
|
Q4 2023
New holding
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
13,837
shares
|
$0
0.08% of portfolio
|
Q1 2024
Reduced 23.43%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,245
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
13,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pekin Hardy Strauss, Inc.
|
May 02, 2024 Q1 2024 |
13,185
shares
|
$0
0.02% of portfolio
|
Q4 2023
Added 3.94%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
12,732
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.13%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,956
shares
|
$0
0.03% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
11,596
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.87%
|