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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.23K- 25.75% |
$10.2K - $11.9K
|
3.54K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 4.54% |
$10.8K - $12.5K
|
27.1K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.34K- 1.36% |
$11.2K - $13K
|
97.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.45K- 3.75% |
$12.1K - $14K
|
37.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.46K- 5.31% |
$12.2K - $14.1K
|
26.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 8.29% |
$17.5K - $20.2K
|
23.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 1.7% |
$18.4K - $21.3K
|
127K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 1.95% |
$21K - $24.3K
|
126K
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.77K- 8.59% |
$23.2K - $26.8K
|
29.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 9.68% |
$25.1K - $29K
|
28K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09K- 5.71% |
$25.8K - $29.8K
|
50.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.23K- 23.43% |
$35.4K - $40.9K
|
13.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.97K- 1.62% |
$49.9K - $57.7K
|
362K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.11K- 9.91% |
$51.1K - $59.1K
|
55.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 22.23% |
$51.1K - $59.1K
|
21.4K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-6.38K- 1.55% |
$53.4K - $61.7K
|
405K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.9K- 22.86% |
$57.7K - $66.8K
|
23.3K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.99K- 20.57% |
$58.4K - $67.5K
|
27K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.08K- 2.09% |
$59.2K - $68.4K
|
331K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.41K- 11.63% |
$78.7K - $91K
|
71.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.3K- 8.05% |
$86.2K - $99.7K
|
118K
$0
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.2K- 28.73% |
$110K - $127K
|
32.6K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.7K- 47.93% |
$148K - $171K
|
19.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-23.9K- 7.33% |
$200K - $231K
|
302K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.9K- 1.55% |
$526K - $609K
|
3.99M
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.9K- 1.55% |
$526K - $609K
|
3.99M
$0
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.4K- 8.77% |
$672K - $777K
|
836K
$0
|