First Trust MLP and Energy Income Fund (FEI) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 45
Total Institutional Inflows (last 12 months): $24.02M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $17.20M

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FEI Institutional Buying and Selling by Quarter

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First Trust MLP and Energy Income Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/16/2024	Cambridge Advisors Inc.	242,493	$2.35M	0.6%	+1.5%	0.000%
4/16/2024	LongView Wealth Management	404,801	$3.91M	1.6%	-1.6%	0.000%
4/16/2024	Wealth Enhancement Advisory Services LLC	198,053	$1.92M	0.0%	+4.6%	0.000%
4/15/2024	Future Financial Wealth Managment LLC	5,500	$53K	0.0%	N/A	0.000%
3/26/2024	HighPoint Advisor Group LLC	22,415	$213K	0.0%	N/A	0.000%
3/1/2024	Goldman Sachs Group Inc.	408,379	$3.50M	0.0%	N/A	0.000%
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2/20/2024	Quarry LP	75,637	$648K	0.1%	+207.5%	0.000%
2/15/2024	Cohen & Steers Inc.	428,575	$3.67M	0.0%	+16.9%	0.000%
2/14/2024	Royal Bank of Canada	255,354	$2.19M	0.0%	-3.0%	0.000%
2/13/2024	Quantedge Capital Pte Ltd	17,963	$154K	0.1%	-69.0%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	33,956	$291K	0.0%	+38.4%	0.000%
2/13/2024	Goldman Sachs Group Inc.	408,379	$3.50M	0.0%	N/A	0.000%
2/12/2024	Stifel Financial Corp	35,891	$308K	0.0%	-9.3%	0.000%
2/9/2024	Cambridge Investment Research Advisors Inc.	139,921	$1.20M	0.0%	-1.5%	0.000%
2/9/2024	D.A. Davidson & CO.	53,987	$463K	0.0%	-5.5%	0.000%
2/9/2024	UBS Group AG	520,548	$4.46M	0.0%	+6.1%	0.000%
2/8/2024	Verity Asset Management Inc.	31,513	$270K	0.2%	+12.4%	0.000%
2/8/2024	Janney Montgomery Scott LLC	28,416	$244K	0.0%	-19.1%	0.000%
2/7/2024	Avantax Advisory Services Inc.	36,871	$316K	0.0%	-11.2%	0.000%
2/7/2024	Formidable Asset Management LLC	129,464	$1.11M	0.2%	-1.5%	0.000%
2/7/2024	Kayne Anderson Capital Advisors LP	115,700	$992K	0.0%	-36.6%	0.000%
2/2/2024	Anfield Capital Management LLC	198,700	$1.70M	0.9%	-39.3%	0.000%
2/2/2024	Atria Wealth Solutions Inc.	31,000	$266K	0.0%	+19.2%	0.000%
2/1/2024	Wolverine Asset Management LLC	326,185	$2.80M	0.0%	+53.4%	0.000%
2/1/2024	Sigma Planning Corp	12,466	$107K	0.0%	N/A	0.000%
1/26/2024	Custom Index Systems LLC	18,070	$155K	0.1%	N/A	0.000%
1/26/2024	WESPAC Advisors LLC	98,664	$846K	0.6%	-2.0%	0.000%
1/25/2024	Blue Bell Private Wealth Management LLC	12,300	$105K	0.0%	N/A	0.000%
1/18/2024	Altfest L J & Co. Inc.	127,948	$1.10M	0.2%	-3.1%	0.000%
1/17/2024	IFG Advisory LLC	29,769	$255K	0.0%	N/A	0.000%
1/17/2024	Cambridge Advisors Inc.	238,834	$2.05M	0.5%	+1.6%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	101,327	$868K	0.0%	-4.3%	0.000%
1/16/2024	Raymond James & Associates	61,614	$528K	0.0%	-45.1%	0.000%
1/12/2024	Register Financial Advisors LLC	16,026	$137K	0.1%	N/A	0.000%
1/11/2024	Whittier Trust Co. of Nevada Inc.	45,802	$393K	0.0%	-7.0%	0.000%
11/22/2023	Verity Asset Management Inc.	28,033	$222K	0.2%	-17.4%	0.000%
11/21/2023	Comerica Bank	39,071	$309K	0.0%	N/A	0.000%
11/16/2023	Morgan Stanley	4,202,204	$33.24M	0.0%	+2.5%	0.000%
11/15/2023	Royal Bank of Canada	263,329	$2.08M	0.0%	+22.0%	0.000%
11/15/2023	Ameriprise Financial Inc.	81,418	$644K	0.0%	+5.2%	0.000%
SHOCKING Crypto Leak… (Ad) A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024. Claim your free seat by clicking here now.
11/15/2023	Advisors Asset Management Inc.	1,223,872	$9.68M	0.2%	-0.3%	0.000%
11/14/2023	Saba Capital Management L.P.	3,386,641	$26.79M	0.6%	+17.6%	0.000%
11/14/2023	Clough Capital Partners L P	24,600	$195K	0.0%	N/A	0.000%
11/13/2023	Stifel Financial Corp	39,554	$313K	0.0%	+14.6%	0.000%
11/13/2023	LPL Financial LLC	206,182	$1.63M	0.0%	-25.7%	0.000%
11/13/2023	Quantedge Capital Pte Ltd	57,963	$458K	0.2%	-47.7%	0.000%
11/13/2023	Invesco Ltd.	69,569	$550K	0.0%	+74.1%	0.000%
11/13/2023	Wolverine Asset Management LLC	212,602	$1.68M	0.0%	-25.8%	0.000%
11/13/2023	Wealthsource Partners LLC	102,500	$811K	0.1%	+70.8%	0.000%
11/9/2023	Atomi Financial Group Inc.	36,721	$290K	0.1%	N/A	0.000%
11/9/2023	Formidable Asset Management LLC	131,464	$1.04M	0.2%	+24.8%	0.000%
11/9/2023	UBS Group AG	490,498	$3.88M	0.0%	+1.4%	0.000%
11/9/2023	Kayne Anderson Capital Advisors LP	182,500	$1.44M	0.0%	+336.0%	0.000%
11/8/2023	Janney Montgomery Scott LLC	35,127	$278K	0.0%	-11.6%	0.000%
11/8/2023	Avantax Advisory Services Inc.	41,520	$328K	0.0%	-15.3%	0.000%
11/8/2023	Kestra Private Wealth Services LLC	31,991	$253K	0.0%	-9.0%	0.000%
11/6/2023	Anfield Capital Management LLC	327,603	$2.59M	1.2%	+0.9%	0.000%
11/4/2023	NBC Securities Inc.	6,216	$49K	0.0%	N/A	0.000%
10/26/2023	Altfest L J & Co. Inc.	132,079	$1.05M	0.2%	-1.7%	0.000%
10/26/2023	WESPAC Advisors LLC	100,688	$796K	0.6%	-1.4%	0.000%
10/24/2023	Raymond James & Associates	112,255	$888K	0.0%	-11.1%	0.000%
10/18/2023	Cambridge Advisors Inc.	234,976	$1.86M	0.5%	+1.7%	0.000%
10/12/2023	IFP Advisors Inc	4,762	$38K	0.0%	-41.5%	0.000%
8/21/2023	Osaic Holdings Inc.	196,863	$1.52M	0.0%	-7.0%	0.000%
8/16/2023	CreativeOne Wealth LLC	19,100	$147K	0.0%	N/A	0.000%
8/16/2023	Verity Asset Management Inc.	33,941	$262K	0.2%	+3.9%	0.000%
8/15/2023	Wells Fargo & Company MN	173,732	$1.34M	0.0%	+1.8%	0.000%
8/15/2023	Walleye Capital LLC	14,742	$114K	0.0%	-67.5%	0.000%
8/15/2023	Royal Bank of Canada	215,924	$1.67M	0.0%	+6.3%	0.000%
8/15/2023	Rockefeller Capital Management L.P.	40,639	$313K	0.0%	-95.5%	0.000%
8/15/2023	Bulldog Investors LLP	12,365	$95K	0.0%	N/A	0.000%
8/11/2023	Royal Capital Wealth Management LLC	11,779	$91K	0.1%	-16.8%	0.000%
8/11/2023	Cornerstone Advisors LLC	15,849	$122K	0.0%	N/A	0.000%
8/10/2023	Osaic Holdings Inc.	196,863	$1.52M	0.0%	-7.0%	0.000%
8/7/2023	Wolverine Asset Management LLC	286,551	$2.21M	0.0%	+11.0%	0.000%
8/7/2023	Kayne Anderson Capital Advisors LP	41,862	$323K	0.0%	-22.1%	0.000%
8/3/2023	Atria Wealth Solutions Inc.	26,500	$204K	0.0%	+23.3%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	24,526	$189K	0.0%	+94.4%	0.000%
7/31/2023	LPL Financial LLC	277,618	$2.14M	0.0%	-1.1%	0.000%
7/28/2023	WESPAC Advisors LLC	102,111	$787K	0.6%	-1.5%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	106,131	$818K	0.0%	-9.2%	0.000%
7/25/2023	Raymond James & Associates	126,309	$974K	0.0%	-55.5%	0.000%
7/20/2023	Tiedemann Advisors LLC	133,169	$1.03M	0.0%	-37.1%	0.000%
7/13/2023	Cambridge Advisors Inc.	231,025	$1.78M	0.5%	+2.5%	0.000%
7/13/2023	Cambridge Investment Research Advisors Inc.	142,543	$1.10M	0.0%	-10.0%	0.000%
7/13/2023	Whitener Capital Management Inc.	40,300	$311K	0.1%	+6.5%	0.000%
6/14/2023	Atria Wealth Solutions Inc.	21,500	$164K	0.0%	N/A	0.000%
5/24/2023	Verity Asset Management Inc.	32,675	$250K	0.1%	+23.3%	0.000%
5/22/2023	Ameriprise Financial Inc.	81,397	$622K	0.0%	-12.2%	0.000%
5/17/2023	B. Riley Wealth Advisors Inc.	15,809	$121K	0.0%	-24.8%	0.000%
SHOCKING Crypto Leak… (Ad) A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024. Claim your free seat by clicking here now.
5/17/2023	Rockefeller Capital Management L.P.	913,123	$6.98M	0.0%	-7.3%	0.000%
5/16/2023	Anfield Capital Management LLC	289,460	$2.21M	1.0%	+8.7%	0.000%
5/15/2023	Punch & Associates Investment Management Inc.	390,765	$2.99M	0.2%	+26.1%	0.000%
5/12/2023	Prospera Financial Services Inc	15,816	$121K	0.0%	-10.1%	0.000%
5/12/2023	Smith Moore & CO.	25,936	$198K	0.0%	+6.2%	0.000%
5/12/2023	Advisors Asset Management Inc.	1,208,560	$9.23M	0.2%	+30.4%	0.000%
5/12/2023	UBS Group AG	475,787	$3.64M	0.0%	-2.3%	0.000%
5/12/2023	HighTower Advisors LLC	129,697	$993K	0.0%	-1.1%	0.000%
5/10/2023	Oppenheimer & Co. Inc.	12,617	$96K	0.0%	-41.9%	0.000%
5/10/2023	LPL Financial LLC	280,696	$2.15M	0.0%	+7.9%	0.000%

(Data available from 1/1/2016 forward)

FEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEI shares?: During the previous two years, 98 institutional investors and hedge funds held shares of First Trust MLP and Energy Income Fund. The most heavily invested institutionals were Morgan Stanley ($33.24M), Saba Capital Management L.P. ($26.79M), Advisors Asset Management Inc. ($9.68M), UBS Group AG ($4.46M), LongView Wealth Management ($3.91M), Cohen & Steers Inc. ($3.67M), and Essex LLC ($3.58M).Learn more on FEI's institutional investors.
Which institutional investors have been buying First Trust MLP and Energy Income Fund stock?: Of the 79 institutional investors that purchased First Trust MLP and Energy Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($816.76K), Advisors Asset Management Inc. ($775.76K), Cornerstone Advisors LLC ($689.57K), Saba Capital Management L.P. ($507.57K), Wolverine Asset Management LLC ($481.62K), Morgan Stanley ($276.85K), and Rockefeller Capital Management L.P. ($193.64K).
How much institutional buying is happening at First Trust MLP and Energy Income Fund?: Institutional investors have bought a total of 6,223,803 shares in the last 24 months. This purchase volume represents approximately $49.42M in transactions.

Which First Trust MLP and Energy Income Fund major shareholders have been selling company stock?: Of the 50 institutional investors that sold First Trust MLP and Energy Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($944.64K), Anfield Capital Management LLC ($378.27K), Raymond James & Associates ($312.51K), Essex LLC ($271.76K), Wolverine Asset Management LLC ($205.88K), UBS Group AG ($102.93K), and Quantedge Capital Pte Ltd ($92.80K).
How much institutional selling is happening at First Trust MLP and Energy Income Fund?: Institutional investors have sold a total of 3,139,252 shares in the last 24 months. This volume of shares sold represents approximately $24.70M in transactions.

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This page (NYSE:FEI) was last updated on 4/19/2024 by MarketBeat.com Staff

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First Trust MLP and Energy Income Fund (FEI) Institutional Ownership

FEI Institutional Buying and Selling by Quarter

First Trust MLP and Energy Income Fund Major Shareholders & Ownership History

FEI Institutional Ownership - Frequently Asked Questions

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First Trust MLP and Energy Income Fund (FEI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust MLP and Energy Income Fund (NYSE:FEI)

FEI Institutional Buying and Selling by Quarter

First Trust MLP and Energy Income Fund Major Shareholders & Ownership History

FEI Institutional Ownership - Frequently Asked Questions