Purchases and Sales Made in Q1 2022 in First Trust Mlp & Energy Income Fund (FEI)
This table provides information about the institutional ownership of First Trust Mlp & Energy Income Fund (FEI) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST MLP & ENERGY INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
428KNew |
$3.15M - $3.53M
|
428K
$0
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
274KNew |
$2.02M - $2.27M
|
274K
$0
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
232K+ 158.63% |
$1.71M - $1.91M
|
378K
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 4.89% |
$1.61M - $1.8M
|
4.68M
$0
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
150K+ 34.56% |
$1.1M - $1.24M
|
582K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 2.45% |
$823K - $923K
|
4.68M
$0
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
103KNew |
$760K - $852K
|
103K
$0
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
90.5K+ 179.37% |
$667K - $747K
|
141K
$0
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
53.5K+ 148.52% |
$394K - $442K
|
89.5K
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.6KNew |
$366K - $410K
|
49.6K
$0
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
42KNew |
$310K - $347K
|
42K
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
35KNew |
$258K - $289K
|
35K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 15.45% |
$180K - $202K
|
183K
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$170K - $191K
|
23.1K
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.1K+ 23.72% |
$133K - $149K
|
94.4K
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.4K+ 32.82% |
$121K - $136K
|
66.4K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 138.9% |
$102K - $114K
|
23.8K
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.5KNew |
$92.1K - $103K
|
12.5K
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.6KNew |
$85.3K - $95.6K
|
11.6K
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10K+ 2000.0% |
$73.7K - $82.6K
|
10.5K
$0
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$73.7K - $82.6K
|
10K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.91K+ 156.14% |
$73K - $81.8K
|
16.3K
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.51KNew |
$70.1K - $78.6K
|
9.51K
$0
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8K+ 68.71% |
$59K - $66.1K
|
19.6K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.31K+ 3.02% |
$46.5K - $52.1K
|
215K
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.8KNew |
$28K - $31.4K
|
3.8K
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 11.76% |
$17.5K - $19.7K
|
22.6K
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22K+ 88.88% |
$16.4K - $18.4K
|
4.72K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.84K+ 14.87% |
$13.5K - $15.2K
|
14.2K
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 4.98% |
$7.57K - $8.48K
|
21.6K
$0
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
800+ 7.01% |
$5.9K - $6.61K
|
12.2K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
609+ 2.0% |
$4.49K - $5.03K
|
31.1K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
583+ 3.85% |
$4.3K - $4.82K
|
15.7K
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
407+ 1.52% |
$3K - $3.36K
|
27.2K
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
175+ 0.24% |
$1.29K - $1.45K
|
72.6K
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
123+ 0.17% |
$907 - $1.02K
|
73.5K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111+ 0.81% |
$818 - $917
|
13.9K
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
97New |
$715 - $801
|
97
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 0.1% |
$354 - $396
|
48.3K
$0
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
30+ 0.2% |
$221 - $248
|
15.2K
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.21% |
$206 - $231
|
13.3K
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$81.1 - $90.9
|
11
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-170- 0.31% |
$1.25K - $1.4K
|
55.5K
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-505- 12.74% |
$3.72K - $4.17K
|
3.46K
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-650- 5.33% |
$4.79K - $5.37K
|
11.5K
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-691- 3.82% |
$5.09K - $5.71K
|
17.4K
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-895- 87.23% |
$6.6K - $7.39K
|
131
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-900- 2.44% |
$6.63K - $7.43K
|
36K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1KClosed |
$8.11K - $9.09K
|
0
$0
|