Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.99MNew |
$33.3M - $38.5M
|
3.99M
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
433KNew |
$3.62M - $4.19M
|
433K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
349K+ 85.45% |
$2.92M - $3.37M
|
757K
$0
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
267KNew |
$2.23M - $2.58M
|
267K
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
254K+ 335.9% |
$2.12M - $2.46M
|
330K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178K+ 69.62% |
$1.49M - $1.72M
|
433K
$0
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
129K+ 538.85% |
$1.08M - $1.25M
|
153K
$0
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
114K+ 357.37% |
$951K - $1.1M
|
146K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
92.9KNew |
$777K - $898K
|
92.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78K+ 108.99% |
$652K - $755K
|
150K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.8K+ 46.64% |
$525K - $607K
|
198K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
40.3K+ 23.56% |
$337K - $390K
|
212K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4KNew |
$321K - $371K
|
38.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33KNew |
$276K - $319K
|
33K
$0
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
29.8K+ 100.0% |
$249K - $288K
|
59.5K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.6KNew |
$189K - $218K
|
22.6K
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17.2KNew |
$143K - $166K
|
17.2K
$0
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 8.08% |
$134K - $155K
|
215K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 3.03% |
$132K - $152K
|
536K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 3.27% |
$117K - $135K
|
443K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2KNew |
$111K - $128K
|
13.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 14.34% |
$98.9K - $114K
|
94.3K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.71K+ 4.6% |
$72.8K - $84.2K
|
198K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.5KNew |
$46K - $53.2K
|
5.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 28.19% |
$34.8K - $40.2K
|
18.9K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.66K+ 1.53% |
$30.6K - $35.4K
|
242K
$0
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.52K+ 11.17% |
$29.4K - $34K
|
35K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 4.1% |
$24.9K - $28.8K
|
75.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.41K+ 0.07% |
$20.2K - $23.3K
|
3.4M
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$12.5K - $14.5K
|
1.5K
$0
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.45K+ 5.89% |
$12.1K - $14K
|
26.1K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.02K+ 7.34% |
$8.54K - $9.88K
|
14.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
725+ 0.72% |
$6.06K - $7.01K
|
102K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
430+ 0.54% |
$3.59K - $4.16K
|
80.7K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
273+ 1.7% |
$2.28K - $2.64K
|
16.3K
$0
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
273+ 81.98% |
$2.28K - $2.64K
|
606
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
266+ 2.13% |
$2.22K - $2.57K
|
12.7K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181+ 1.72% |
$1.51K - $1.75K
|
10.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 1.7% |
$359 - $416
|
2.58K
$0
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.42% |
$33.4 - $38.7
|
286
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13- 65.0% |
$109 - $126
|
7
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-161- 18.7% |
$1.35K - $1.56K
|
700
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-344- 2.8% |
$2.88K - $3.33K
|
12K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-566- 1.58% |
$4.73K - $5.47K
|
35.3K
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-594- 4.87% |
$4.97K - $5.74K
|
11.6K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-882- 2.42% |
$7.37K - $8.53K
|
35.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 4.97% |
$7.86K - $9.09K
|
18K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 0.73% |
$8.51K - $9.84K
|
139K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.23K- 1.75% |
$10.2K - $11.8K
|
68.8K
$0
|