Purchases and Sales Made in Q4 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 Q4 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05MNew |
$30.5M - $35.7M
|
4.05M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
856KNew |
$6.46M - $7.54M
|
856K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
411KNew |
$3.1M - $3.62M
|
411K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
408KNew |
$3.08M - $3.6M
|
408K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
185K+ 751.02% |
$1.39M - $1.63M
|
209K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
171KNew |
$1.29M - $1.51M
|
171K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 78.61% |
$1.22M - $1.43M
|
368K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
123KNew |
$929K - $1.09M
|
123K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
114K+ 53.43% |
$856K - $1M
|
326K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112K+ 493.55% |
$844K - $987K
|
135K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.6KNew |
$540K - $631K
|
71.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
64.2K+ 351.73% |
$484K - $566K
|
82.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
62K+ 16.91% |
$467K - $546K
|
429K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
51K+ 207.47% |
$385K - $450K
|
75.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$240K - $281K
|
31.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.2KNew |
$228K - $266K
|
30.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
30.1K+ 6.13% |
$227K - $265K
|
521K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
29.8KNew |
$224K - $262K
|
29.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
24KNew |
$181K - $212K
|
24K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$136K - $159K
|
18.1K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$121K - $141K
|
16K
$0
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
14KNew |
$106K - $123K
|
14K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5KNew |
$94K - $110K
|
12.5K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$92.7K - $108K
|
12.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.42K+ 38.36% |
$71K - $82.9K
|
34K
$0
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.7K+ 52.3% |
$58K - $67.8K
|
22.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
7.39K+ 0.22% |
$55.7K - $65.1K
|
3.39M
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5K+ 19.23% |
$37.7K - $44.1K
|
31K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.52KNew |
$34K - $39.8K
|
4.52K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.06K+ 17.33% |
$30.6K - $35.8K
|
27.5K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.86K+ 1.64% |
$29.1K - $34K
|
239K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.48K+ 12.41% |
$26.2K - $30.7K
|
31.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.07KNew |
$8.05K - $9.41K
|
1.07K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$7.54K - $8.81K
|
1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
900+ 50.0% |
$6.79K - $7.93K
|
2.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
585+ 3.53% |
$4.41K - $5.15K
|
17.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
509+ 2.06% |
$3.84K - $4.48K
|
25.2K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 3.94% |
$3.77K - $4.41K
|
13.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
468+ 0.67% |
$3.53K - $4.12K
|
70K
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
282New |
$2.13K - $2.48K
|
282
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
266+ 0.83% |
$2.01K - $2.34K
|
32.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 1.03% |
$1.89K - $2.2K
|
24.6K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 1.8% |
$1.4K - $1.64K
|
10.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
140+ 0.96% |
$1.06K - $1.23K
|
14.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 1.81% |
$339 - $396
|
2.53K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 0.25% |
$226 - $264
|
12.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$151 - $176
|
20
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.12% |
$7.54 - $8.81
|
861
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-125- 0.45% |
$943 - $1.1K
|
27.5K
$0
|