Purchases and Sales Made in Q2 2023 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 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 04, 2023
Q2 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-11.9K- 22.13% |
$87K - $93.1K
|
41.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 7.05% |
$109K - $117K
|
197K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.8K- 10.0% |
$116K - $124K
|
143K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-30.7K- 67.54% |
$224K - $240K
|
14.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 1.72% |
$523K - $560K
|
4.1M
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-78.7K- 37.14% |
$575K - $615K
|
133K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-95K- 24.31% |
$694K - $743K
|
296K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-158K- 55.52% |
$1.15M - $1.23M
|
126K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-872K- 95.55% |
$6.38M - $6.82M
|
40.6K
$0
|