Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.73K- 2.61% |
$12.7K - $15.1K
|
64.7K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 4.32% |
$15.3K - $18.2K
|
46.2K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.16K- 13.77% |
$15.9K - $18.8K
|
13.5K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.79K- 19.68% |
$20.5K - $24.3K
|
11.4K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.87K- 0.85% |
$21.1K - $25K
|
334K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3.8KClosed |
$27.9K - $33.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-4.58K- 9.19% |
$33.7K - $39.9K
|
45.3K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.46K- 9.85% |
$40.2K - $47.6K
|
50K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.08K- 20.19% |
$52K - $61.6K
|
28K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8.98K- 18.11% |
$66K - $78.2K
|
40.6K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.51KClosed |
$69.9K - $82.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10K- 44.25% |
$73.5K - $87.1K
|
12.6K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-12K- 3.18% |
$88.2K - $105K
|
366K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$91.9K - $109K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 11.15% |
$95.9K - $114K
|
104K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 2.49% |
$106K - $125K
|
564K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.2K- 46.08% |
$237K - $280K
|
37.7K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-132K- 93.61% |
$970K - $1.15M
|
9K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218K- 4.66% |
$1.6M - $1.9M
|
4.46M
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218K- 4.66% |
$1.6M - $1.9M
|
4.46M
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 62.07% |
$1.95M - $2.31M
|
162K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-433KClosed |
$3.18M - $3.77M
|
0
$0
|