Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Mlp & Energy Income Fund (FEI)  
$9.83 0.00 (0.00%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    11
Total shares held : 
16,285,875  
% of shares held : 
34.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
1,214,773  
% of shares held change : 
  2.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$7.67  
Last Quarter's Ending Price : 
$8.57  
Last Quarter's Average Price
$8.34  
Change from last quarter's     
avg. price to the last closing  : 
1.49 (17.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 1,639,469
 10.07%
 
Increased Positions :
27
 845,233
 5.19%
 
Unchanged Positions :
25
 1,228,869
 7.55%
 
Decreased Positions :
31
-1,258,629
-7.73%
 
Closed Positions :
2
-11,300
-0.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1999 - 2024-03-31 3,985,336 $38,538,000 -62,934
   FIXED INCOME SECURITIES INC 163 - 2024-03-31 836,497 $8,089,000 -80,365
   LongView Wealth Management 18 - 2024-03-31 404,801 $3,914,000 -6,383
   LPL FINANCIAL CORP 2040 - 2024-03-31 362,300 $3,503,000 -5,966
   BRIDGES INVESTMENT MANAGEMENT INC 87 - 2024-03-31 330,978 $3,201,000 -7,077
   WOLVERINE ASSET MANAGEMENT LLC 104 - 2024-03-31 302,274 $2,923,000 -23,911
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1522 - 2024-03-31 138,903 $1,343,000 -1,018
   BBK Capital Partners LLC 103 - 2024-03-31 127,264 $1,231,000 -2,200
   Advisor Group Holdings Inc. 2141 - 2024-03-31 126,117 $1,220,000 -2,510
   ALTFEST L J & CO INC 108 - 2024-03-31 117,642 $1,138,000 -10,306
   WESPAC ADVISORS, LLC 60 - 2024-03-31 97,321 $941,000 -1,343
   AMERIPRISE FINANCIAL INC 3230 - 2024-03-31 71,487 $697,000 -9,411
   INVESCO LTD 3088 - 2024-03-31 68,812 $665,000 -1,225
   RAYMOND JAMES & ASSOCIATES 2984 - 2024-03-31 55,507 $537,000 -6,107
   DAVIDSON D A & CO 985 - 2024-03-31 50,902 $492,000 -3,085
   COMERICA BANK 2031 - 2024-03-31 37,225 $360,000 -1,451
   Atomi Financial Group Inc. 478 - 2024-03-31 35,543 $344,000 -882
   STIFEL FINANCIAL CORP 2819 - 2024-03-31 35,325 $342,000 -566
   WHITTIER TRUST CO OF NEVADA INC 396 - 2024-03-31 32,642 $316,000 -13,160
   KESTRA PRIVATE WEALTH SERVICES LLC 1029 - 2024-03-31 29,485 $285,000 -2,772
   Atria Wealth Solutions Inc. 1611 - 2024-03-31 28,000 $271,000 -3,000
   JANNEY MONTGOMERY SCOTT LLC 2403 - 2024-03-31 27,127 $262,000 -1,289
   OPPENHEIMER & CO INC 1235 - 2024-03-31 26,971 $261,000 -6,985
   BANK OF AMERICA CORP /DE/ 4779 - 2024-03-31 26,054 $252,000 -1,460
   Rockefeller Capital Management L.P. 1632 - 2024-03-31 23,293 $225,000 -6,904
   SMITH MOORE & CO. 390 - 2024-03-31 23,124 $224,000 -2,091
   BB&T CORP 2442 - 2024-03-31 21,392 $207,000 -6,115
   H D Vest Advisory Services 1539 - 2024-03-31 19,200 $186,000 -17,671
   FINANCIAL NETWORK 2608 - 2024-03-31 17,991 $174,000 -940
   CUSTOM INDEX SYSTEMS LLC 243 - 2024-03-31 13,837 $134,000 -4,233
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 247 - 2024-03-31 11,956 $116,000 -344
   Kingsview Wealth Management LLC 990 - 2024-03-31 11,596 $112,000 -594
   CWM LLC 3496 - 2024-03-31 700 $7,000 -161
   TOWER RESEARCH CAPITAL LLC 6186 - 2024-03-31 7 $0 -13

  34 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results