Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
139K
New
$959K - $1.16M
139K $0
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
71.9K
+ 52.57%
$495K - $600K
209K $0
Aug 16, 2021 Q2 2021
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
63.1K
New
$435K - $527K
63.1K $0
Jul 29, 2021 Q2 2021
Avalon Investment & Advisory

Houston, TX
BUY
 -
42K
New
$289K - $351K
42K $0
Jul 26, 2021 Q2 2021
Umb Bank, N.A.

BUY
 -
34.5K
+ 38.8%
$238K - $288K
123K $0
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
30.7K
+ 18.49%
$212K - $257K
197K $0
Aug 16, 2021 Q2 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
28K
New
$193K - $234K
28K $0
Aug 12, 2021 Q2 2021
Prospera Financial Services Inc

BUY
 -
19K
New
$131K - $158K
19K $0
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
14.9K
+ 17.17%
$102K - $124K
101K $0
Aug 13, 2021 Q2 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
12.2K
New
$84.2K - $102K
12.2K $0
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.94K
+ 6.33%
$68.5K - $83K
167K $0
Jul 21, 2021 Q2 2021
Cambridge Advisors Inc.

BUY
 -
7.62K
+ 4.33%
$52.5K - $63.6K
184K $0
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
7.03K
New
$48.4K - $58.7K
7.03K $0
Aug 10, 2021 Q2 2021
D.A. Davidson & Co.

BUY
 -
5.61K
+ 8.84%
$38.7K - $46.9K
69.1K $0
Jul 28, 2021 Q2 2021
Altfest L J & CO Inc

BUY
 -
3.35K
+ 2.48%
$23.1K - $28K
138K $0
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
3.03K
+ 719.24%
$20.9K - $25.3K
3.45K $0
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.64K
+ 1.19%
$18.2K - $22.1K
224K $0
Jul 30, 2021 Q2 2021
Kestra Private Wealth Services, LLC

BUY
 -
2.64K
+ 5.1%
$18.2K - $22K
54.3K $0
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

BUY
 -
2K
+ 19.52%
$13.8K - $16.7K
12.2K $0
Aug 10, 2021 Q2 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
989
+ 4.79%
$6.81K - $8.26K
21.6K $0
Aug 04, 2021 Q2 2021
Iag Wealth Partners, LLC

BUY
 -
500
New
$3.45K - $4.18K
500 $0
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

BUY
 -
408
New
$2.81K - $3.41K
408 $0
Aug 13, 2021 Q2 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
325
+ 0.19%
$2.24K - $2.71K
168K $0
Aug 11, 2021 Q2 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
205
+ 1.1%
$1.41K - $1.71K
18.8K $0
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
123
+ 0.62%
$847 - $1.03K
20K $0
Aug 10, 2021 Q2 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
64
+ 0.18%
$441 - $534
36K $0
Aug 12, 2021 Q2 2021
Jacobi Capital Management LLC

BUY
 -
31
+ 1.97%
$214 - $259
1.6K $0
Aug 06, 2021 Q2 2021
Keel Point, LLC

Huntsville, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 17, 2021 Q2 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-500
Closed
$3.45K - $4.18K
0 $0
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

SELL
 -
-877
- 4.81%
$6.04K - $7.32K
17.4K $0
Jul 14, 2021 Q2 2021
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-1.17K
Closed
$8.08K - $9.79K
0 $0
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.79K
- 8.84%
$12.3K - $14.9K
18.4K $0
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
SELL
 -
-1.9K
- 19.26%
$13.1K - $15.9K
7.97K $0
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.94K
- 3.72%
$13.4K - $16.2K
50.2K $0
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.28K
- 19.64%
$15.7K - $19K
9.33K $0
Aug 16, 2021 Q2 2021
Truist Financial Corp

SELL
 -
-2.87K
- 4.39%
$19.8K - $24K
62.5K $0
Jul 14, 2021 Q2 2021
Fny Investment Advisers, LLC

SELL
 -
-2.91K
Closed
$20K - $24.3K
0 $0
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-3.01K
- 87.36%
$20.8K - $25.2K
436 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-4.04K
Closed
$27.8K - $33.7K
0 $0
Aug 16, 2021 Q2 2021
Beta Wealth Group, Inc.

SELL
 -
-5.97K
- 11.87%
$41.2K - $49.9K
44.4K $0
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-6.25K
- 24.07%
$43.1K - $52.2K
19.7K $0
Aug 12, 2021 Q2 2021
Stephens Inc

SELL
 -
-13.1K
- 9.57%
$90.3K - $109K
124K $0
Aug 13, 2021 Q2 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-13.3K
- 7.84%
$91.8K - $111K
157K $0
Aug 17, 2021 Q2 2021
Invesco Ltd.

Atlanta, GA
SELL
 -
-14K
- 8.38%
$96.5K - $117K
153K $0
Aug 13, 2021 Q2 2021
Ubs Group Ag

SELL
 -
-18.7K
- 5.82%
$129K - $156K
303K $0
Aug 16, 2021 Q2 2021
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-20K
- 5.71%
$138K - $167K
330K $0
Aug 13, 2021 Q2 2021
Kayne Anderson Capital Advisors LP

SELL
 -
-28.2K
- 36.14%
$194K - $235K
49.8K $0
Aug 13, 2021 Q2 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-39.3K
- 44.1%
$270K - $328K
49.8K $0

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