Purchases and Sales Made in Q1 2023 in First Trust Mlp & Energy Income Fund (FEI)

FEI Quotes by TradingView

This table provides information about the institutional ownership of First Trust Mlp & Energy Income Fund (FEI) during Q1 2023. 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 15, 2023 Q1 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
676K
+ 110.84%
$4.81M - $5.64M
1.29M $0
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
282K
+ 30.39%
$2M - $2.35M
1.21M $0
May 16, 2023 Q1 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
246K
+ 570.19%
$1.75M - $2.05M
289K $0
May 15, 2023 Q1 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
80.8K
+ 26.05%
$574K - $674K
391K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
36.5K
+ 27.24%
$260K - $305K
171K $0
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
32.4K
New
$230K - $270K
32.4K $0
May 08, 2023 Q1 2023
Wolverine Asset Management LLC

BUY
 -
28.7K
+ 12.52%
$204K - $240K
258K $0
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
27K
+ 35.24%
$192K - $225K
104K $0
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
24.8K
+ 44.97%
$176K - $207K
79.9K $0
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
22.2K
New
$158K - $185K
22.2K $0
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21.5K
New
$153K - $179K
21.5K $0
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
20.6K
+ 7.94%
$147K - $172K
281K $0
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
20K
New
$142K - $167K
20K $0
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
14.8K
New
$105K - $123K
14.8K $0
May 08, 2023 Q1 2023
Pekin Hardy Strauss, Inc.

BUY
 -
12.7K
New
$90.2K - $106K
12.7K $0
May 02, 2023 Q1 2023
Kayne Anderson Capital Advisors LP

BUY
 -
11.9K
+ 28.43%
$84.6K - $99.2K
53.8K $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.83K
+ 3.84%
$55.7K - $65.3K
212K $0
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
7.18K
+ 3.29%
$51.1K - $59.9K
225K $0
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
6.18K
+ 23.32%
$43.9K - $51.5K
32.7K $0
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.66K
+ 44.53%
$40.3K - $47.2K
18.4K $0
Apr 12, 2023 Q1 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
3.57K
+ 10.41%
$25.4K - $29.8K
37.9K $0
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.8K
New
$12.8K - $15K
1.8K $0
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.5K
+ 6.15%
$10.7K - $12.5K
25.9K $0
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.05K
+ 2.68%
$7.47K - $8.76K
40.3K $0
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
871
+ 0.43%
$6.19K - $7.26K
203K $0
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
800
+ 3.39%
$5.69K - $6.67K
24.4K $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
576
+ 0.37%
$4.1K - $4.8K
158K $0
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
333
New
$2.37K - $2.78K
333 $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
186
+ 1.9%
$1.32K - $1.55K
9.97K $0
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
160
New
$1.14K - $1.33K
160 $0
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
132
+ 0.93%
$939 - $1.1K
14.3K $0
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
117
+ 0.39%
$832 - $976
30.1K $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
87
+ 0.26%
$619 - $726
33.7K $0
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
45
+ 1.91%
$320 - $375
2.4K $0
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
30
+ 0.23%
$213 - $250
12.9K $0
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
9
+ 0.07%
$64 - $75.1
13.8K $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
9
+ 1.97%
$64 - $75.1
467 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-78
- 0.22%
$555 - $651
34.6K $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-121
- 0.1%
$860 - $1.01K
117K $0
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-179
- 0.51%
$1.27K - $1.49K
34.8K $0
May 15, 2023 Q1 2023
Stephens Inc

SELL
 -
-500
- 0.71%
$3.56K - $4.17K
69.5K $0
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-515
- 0.89%
$3.66K - $4.3K
57.5K $0
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
SELL
 -
-549
- 3.73%
$3.9K - $4.58K
14.2K $0
May 15, 2023 Q1 2023
Arlington Capital Management, Inc.

Arlington Heights, IL
SELL
 -
-751
- 1.63%
$5.34K - $6.26K
45.3K $0
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.4K
- 1.07%
$9.95K - $11.7K
130K $0
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-1.78K
- 10.14%
$12.7K - $14.9K
15.8K $0
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

SELL
 -
-2.52K
- 1.85%
$17.9K - $21K
134K $0
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5K
- 18.87%
$35.6K - $41.7K
21.5K $0

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