Purchases and Sales Made in Q4 2022 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 Q4 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
Feb 14, 2023 Q4 2022
Saba Capital Management, L.P.

New York, NY
BUY
 -
610K
New
$4.39M - $4.97M
610K $0
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
174K
+ 3.98%
$1.25M - $1.42M
4.55M $0
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
131K
New
$943K - $1.07M
131K $0
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
102K
+ 898.63%
$732K - $828K
113K $0
Feb 13, 2023 Q4 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
81K
+ 9.58%
$583K - $659K
927K $0
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
72.2K
+ 116.54%
$519K - $588K
134K $0
Feb 01, 2023 Q4 2022
Wolverine Asset Management LLC

BUY
 -
61.5K
+ 36.67%
$442K - $501K
229K $0
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
59.8K
+ 243.54%
$430K - $487K
84.4K $0
Feb 09, 2023 Q4 2022
Ota Financial Group L.P.

BUY
 -
55.1K
New
$396K - $449K
55.1K $0
Feb 09, 2023 Q4 2022
Arlington Capital Management, Inc.

Arlington Heights, IL
BUY
 -
46.1K
New
$331K - $375K
46.1K $0
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
42K
New
$302K - $342K
42K $0
Feb 14, 2023 Q4 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
35K
+ 12.73%
$252K - $285K
310K $0
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
32.9K
+ 3.45%
$236K - $268K
985K $0
Feb 14, 2023 Q4 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
26.5K
New
$191K - $216K
26.5K $0
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.3K
+ 6.81%
$167K - $190K
365K $0
Feb 14, 2023 Q4 2022
Quantedge Capital Pte LTD

Singapore, U0
BUY
 -
22.4K
+ 27.4%
$161K - $182K
104K $0
Mar 01, 2023 Q4 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
22.1K
+ 180.75%
$159K - $180K
34.3K $0
Feb 14, 2023 Q4 2022
Almitas Capital LLC

Santa Monica, CA
BUY
 -
16.2K
New
$117K - $132K
16.2K $0
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.1K
+ 6.15%
$108K - $123K
260K $0
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14.6K
New
$105K - $119K
14.6K $0
Jan 11, 2023 Q4 2022
Telemus Capital, LLC

BUY
 -
13.2K
New
$95.2K - $108K
13.2K $0
Feb 10, 2023 Q4 2022
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
12.1K
New
$86.9K - $98.4K
12.1K $0
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.3K
+ 7.01%
$74.3K - $84.1K
158K $0
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
10K
+ 100.0%
$71.9K - $81.4K
20K $0
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
9.75K
+ 40.87%
$70.1K - $79.3K
33.6K $0
Feb 09, 2023 Q4 2022
Elequin Capital LP

New York, NY
BUY
 -
9.35K
New
$67.2K - $76.1K
9.35K $0
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.24K
+ 8.57%
$66.4K - $75.2K
117K $0
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
7K
+ 57.85%
$50.3K - $57K
19.1K $0
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.38K
+ 43.51%
$45.9K - $51.9K
21K $0
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
5.06K
+ 51.57%
$36.4K - $41.2K
14.9K $0
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.1K
New
$29.5K - $33.4K
4.1K $0
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.05K
+ 9.64%
$21.9K - $24.8K
34.7K $0
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.2K
+ 1.1%
$15.8K - $17.9K
202K $0
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1K
New
$7.19K - $8.14K
1K $0
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
1K
+ 4.2%
$7.19K - $8.14K
24.8K $0
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
660
New
$4.75K - $5.37K
660 $0
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
650
+ 5.63%
$4.67K - $5.29K
12.2K $0
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
458
New
$3.29K - $3.73K
458 $0
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
270
+ 1.16%
$1.94K - $2.2K
23.6K $0
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
255
+ 2.68%
$1.83K - $2.08K
9.78K $0
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
250
New
$1.8K - $2.04K
250 $0
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
233
+ 1.87%
$1.68K - $1.9K
12.7K $0
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
220
+ 0.56%
$1.58K - $1.79K
39.2K $0
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
213
+ 1.23%
$1.53K - $1.73K
17.6K $0
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
117
+ 0.83%
$841 - $952
14.2K $0
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
29
+ 0.23%
$209 - $236
12.8K $0
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
10
+ 0.07%
$71.9 - $81.4
13.8K $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Royal Capital Wealth Management, LLC

Carmel, IN
SELL
 -
-568
- 3.72%
$4.08K - $4.62K
14.7K $0

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