Purchases and Sales Made in Q2 2023 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 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
Aug 14, 2023 Q2 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
1.59M
+ 123.77%
$11.6M - $12.5M
2.88M $0
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
80.8K
New
$590K - $632K
80.8K $0
Aug 09, 2023 Q2 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
35.2K
+ 12.18%
$258K - $276K
325K $0
Aug 07, 2023 Q2 2023
Wolverine Asset Management LLC

BUY
 -
28.5K
+ 11.04%
$208K - $223K
287K $0
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
26.5K
New
$194K - $207K
26.5K $0
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
18.4K
+ 1.52%
$134K - $144K
1.23M $0
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
17.8K
+ 80.33%
$130K - $139K
40K $0
Aug 11, 2023 Q2 2023
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
15.8K
New
$116K - $124K
15.8K $0
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
15.6K
New
$114K - $122K
15.6K $0
Aug 11, 2023 Q2 2023
Quantedge Capital Pte LTD

Singapore, U0
BUY
 -
15.5K
+ 16.27%
$113K - $121K
111K $0
Aug 14, 2023 Q2 2023
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
12.4K
New
$90.4K - $96.7K
12.4K $0
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
11.9K
+ 94.39%
$87.1K - $93.1K
24.5K $0
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.1K
New
$73.9K - $79K
10.1K $0
Aug 14, 2023 Q2 2023
Sea Otter Advisors LLC

New York, NY
BUY
 -
10K
New
$73.1K - $78.2K
10K $0
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
8.11K
+ 1.7%
$59.3K - $63.4K
484K $0
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
5.73K
+ 2.54%
$41.9K - $44.8K
231K $0
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.1K
+ 48.57%
$37.3K - $39.9K
15.6K $0
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.5K
+ 22.44%
$25.6K - $27.4K
19.1K $0
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.1K
+ 1.81%
$22.6K - $24.2K
174K $0
Jul 13, 2023 Q2 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
2.45K
+ 6.47%
$17.9K - $19.2K
40.3K $0
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1.59K
New
$11.6K - $12.4K
1.59K $0
Aug 15, 2023 Q2 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.27K
+ 3.87%
$9.25K - $9.9K
33.9K $0
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
514
+ 0.38%
$3.76K - $4.02K
134K $0
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
400
+ 1.64%
$2.92K - $3.13K
24.8K $0
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
343
+ 0.99%
$2.51K - $2.68K
35.1K $0
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
194
+ 1.95%
$1.42K - $1.52K
10.2K $0
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
145
+ 1.01%
$1.06K - $1.13K
14.5K $0
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
67
+ 0.36%
$490 - $524
18.5K $0
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
57
+ 0.36%
$417 - $446
15.9K $0
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
47
+ 1.96%
$344 - $368
2.44K $0
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
6
+ 0.04%
$43.9 - $46.9
13.8K $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

SELL
 -
-83
- 0.14%
$607 - $649
57.4K $0
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-87
- 0.25%
$636 - $680
34.5K $0
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-180
- 0.6%
$1.32K - $1.41K
29.9K $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-186
- 2.23%
$1.36K - $1.45K
8.15K $0
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-500
- 1.86%
$3.66K - $3.91K
26.3K $0
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-573
- 1.42%
$4.19K - $4.48K
39.7K $0
Aug 15, 2023 Q2 2023
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-700
- 0.66%
$5.12K - $5.47K
105K $0
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-709
- 5.52%
$5.18K - $5.54K
12.1K $0
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-740
- 2.85%
$5.41K - $5.79K
25.2K $0
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

SELL
 -
-1.5K
- 1.45%
$11K - $11.8K
102K $0
Aug 11, 2023 Q2 2023
Royal Capital Wealth Management, LLC

Carmel, IN
SELL
 -
-2.37K
- 16.76%
$17.3K - $18.5K
11.8K $0
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-3.08K
- 1.1%
$22.5K - $24.1K
278K $0
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-4.04K
- 4.96%
$29.5K - $31.6K
77.4K $0
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-6.44K
- 11.61%
$47K - $50.3K
49K $0
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-7.5K
- 8.82%
$54.8K - $58.7K
77.5K $0
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-10.2K
- 30.37%
$74.8K - $80K
23.5K $0
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-10.8K
- 9.21%
$78.7K - $84.2K
106K $0

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