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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-296- 0.81% |
$2.23K - $2.61K
|
36.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-299- 1.2% |
$2.25K - $2.63K
|
24.6K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-336- 26.27% |
$2.53K - $2.96K
|
943
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-385- 1.99% |
$2.9K - $3.39K
|
18.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-395- 1.01% |
$2.98K - $3.48K
|
38.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520- 0.64% |
$3.92K - $4.58K
|
80.9K
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 6.84% |
$7.71K - $9K
|
13.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 1.41% |
$8.67K - $10.1K
|
80.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2K- 1.52% |
$15.1K - $17.6K
|
129K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.02K- 2.01% |
$15.3K - $17.8K
|
98.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.11K- 1.48% |
$15.9K - $18.6K
|
140K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.38K- 13.12% |
$17.9K - $20.9K
|
15.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 5.49% |
$23.6K - $27.6K
|
54K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.47K- 7.04% |
$26.2K - $30.6K
|
45.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.66K- 9.26% |
$27.6K - $32.3K
|
35.9K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.13K- 3.13% |
$31.1K - $36.4K
|
128K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.56K- 4.3% |
$34.4K - $40.1K
|
101K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.65K- 11.2% |
$35.1K - $41K
|
36.9K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.71K- 19.1% |
$50.6K - $59.1K
|
28.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.85K- 6.1% |
$59.2K - $69.1K
|
121K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.98K- 3.03% |
$60.1K - $70.3K
|
255K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-40K- 69.01% |
$302K - $352K
|
18K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.6K- 45.11% |
$382K - $446K
|
61.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-66.8K- 36.6% |
$504K - $589K
|
116K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-67K- 86.44% |
$505K - $590K
|
10.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.2K- 56.43% |
$710K - $830K
|
72.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 44.77% |
$786K - $918K
|
129K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-129K- 39.35% |
$972K - $1.14M
|
199K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 3.66% |
$1.16M - $1.36M
|
4.05M
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-188K- 49.78% |
$1.42M - $1.65M
|
189K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-310K- 25.27% |
$2.34M - $2.73M
|
917K
$0
|