Purchases and Sales Made in Q1 2023 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 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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.23K- 24.84% |
$37.1K - $43.6K
|
15.8K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.55K- 44.01% |
$46.6K - $54.6K
|
8.33K
$0
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6.71K- 71.83% |
$47.7K - $56K
|
2.63K
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-8.88K- 8.52% |
$63.1K - $74K
|
95.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.09K- 41.88% |
$64.6K - $75.8K
|
12.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10K- 14.29% |
$71.1K - $83.4K
|
60K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 12.17% |
$80.2K - $94.1K
|
81.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 2.34% |
$81K - $95K
|
476K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-27.5K- 7.53% |
$196K - $230K
|
338K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.1K- 24.81% |
$200K - $234K
|
85K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29K- 34.33% |
$206K - $242K
|
55.4K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72.2K- 7.32% |
$513K - $602K
|
913K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.5K- 22.3% |
$579K - $680K
|
284K
$0
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-223K- 83.78% |
$1.59M - $1.86M
|
43.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-378K- 8.31% |
$2.69M - $3.15M
|
4.17M
$0
|