Latest Institutional Transactions on First Trust Mlp & Energy Income Fund (FEI)
This table provides information on the latest institutional transactions involving First Trust Mlp & Energy Income Fund (FEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
636New |
$1.86K - $7.64K
|
636
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$10.6K - $12.1K
|
1K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-5.48K- 20.04% |
$57.8K - $66.5K
|
21.8K
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-752Closed |
$7.93K - $9.13K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5KClosed |
$15.8K - $18.2K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-348Closed |
$3.67K - $4.22K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.01KClosed |
$10.6K - $12.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-270KClosed |
$3M - $3.26M
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1KClosed |
$11.1K - $12.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-60.7KClosed |
$694K - $745K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.7KClosed |
$237K - $254K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-242K- 83.6% |
$2.77M - $2.97M
|
47.5K
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16KClosed |
$183K - $197K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-200Closed |
$2.29K - $2.45K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-497Closed |
$4.91K - $5.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-12.3KClosed |
$122K - $143K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-400Closed |
$3.95K - $4.66K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-64KClosed |
$632K - $746K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-2.72KClosed |
$25.1K - $34K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.1KClosed |
$195K - $264K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.5KClosed |
$13.8K - $18.8K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gen Trust, LLC
|
SELL
|
- |
-24.8KClosed |
$228K - $309K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.05KClosed |
$37.3K - $50.6K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1KClosed |
$9.21K - $12.5K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2KClosed |
$18.4K - $25K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.2KClosed |
$20.3K - $27.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
116KNew |
$1.39M - $1.57M
|
116K
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-787Closed |
$9.47K - $10.7K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Aspiriant, LLC
|
SELL
|
- |
-13.9KClosed |
$167K - $189K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.15KClosed |
$61.9K - $70.1K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Gradient Investments LLC
|
SELL
|
- |
-880- 92.15% |
$10.6K - $12K
|
75
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-500Closed |
$5.9K - $6.61K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-63.7KClosed |
$752K - $842K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-451Closed |
$5.32K - $5.96K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10.2KClosed |
$124K - $166K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Pittenger & Anderson Inc
|
SELL
|
- |
-800Closed |
$9.7K - $13.1K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Sns Financial Group, LLC
|
SELL
|
- |
-404KClosed |
$4.89M - $6.59M
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$57.6K - $77.5K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$19.3K - $21.9K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
City Holding CO
|
SELL
|
- |
-1.87KClosed |
$25.8K - $29.3K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Acg Wealth
|
SELL
|
- |
-11KClosed |
$161K - $176K
|
0
$0
|
|