Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-578- 0.75% |
$4.16K - $4.7K
|
76.6K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-670- 2.8% |
$4.82K - $5.45K
|
23.3K
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 3.68% |
$8.23K - $9.32K
|
30K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 0.33% |
$11.6K - $13.1K
|
487K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.9K- 57.68% |
$13.7K - $15.5K
|
1.39K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 51.08% |
$17.7K - $20K
|
2.35K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.76K- 1.99% |
$19.9K - $22.5K
|
136K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.89K- 11.75% |
$20.8K - $23.5K
|
21.7K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.8K- 6.41% |
$34.5K - $39K
|
70K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.08K- 16.84% |
$50.9K - $57.6K
|
35K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.73K- 4.1% |
$62.8K - $71.1K
|
204K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-11.2K- 32.23% |
$80.6K - $91.2K
|
23.6K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-14K- 19.47% |
$101K - $114K
|
58K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22K- 9.18% |
$158K - $179K
|
218K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 8.95% |
$188K - $213K
|
266K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-36.3K- 9.01% |
$261K - $295K
|
367K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.1K- 42.73% |
$497K - $563K
|
92.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-350K- 85.68% |
$2.52M - $2.85M
|
58.5K
$0
|