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Get Institutions for : 
First Trust Mlp & Energy Income Fund (FEI)  
$9.83 0.00 (0.00%) as of 4:30 Fri 5/3


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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 2097 - 2023-12-31 4,048,270 $34,694,000 -153,934
   SABA CAPITAL MANAGEMENT, L.P. 29 - 2023-12-31 3,394,029 $29,087,000 7,388
   FIXED INCOME SECURITIES INC 143 - 2023-12-31 916,862 $7,858,000 -307,010
   Hunting Hill Global Capital LLC 3 *New 2023-12-31 856,260 $7,338,000 856,260
   UBS Group AG 2092 - 2023-12-31 520,548 $4,461,000 30,050
   LongView Wealth Management 18 - 2024-03-31 404,801 $3,914,000 -6,383
   COHEN & STEERS INC 164 - 2023-12-31 428,575 $3,673,000 62,000
   LPL FINANCIAL CORP 2040 - 2024-03-31 362,300 $3,503,000 -5,966
   GOLDMAN SACHS GROUP INC/ 2786 *New 2023-12-31 408,379 $3,500,000 408,379
   BRIDGES INVESTMENT MANAGEMENT INC 87 - 2024-03-31 330,978 $3,201,000 -7,077
   WOLVERINE ASSET MANAGEMENT LLC 108 - 2023-12-31 326,185 $2,795,000 113,583
   Cambridge Advisors Inc. 30 - 2024-03-31 242,493 $2,345,000 3,659
   ROYAL BANK OF CANADA 2495 - 2023-12-31 255,354 $2,189,000 -7,975
   Anfield Capital Management LLC 22 - 2024-03-31 214,750 $2,077,000 16,050
   Legacy Capital Wealth Partners LLC 23 *New 2024-03-31 266,582 $2,065,000 266,582
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 955 - 2024-03-31 198,053 $1,915,000 8,711
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1813 - 2024-03-31 197,505 $1,910,000 62,822
   CLOUGH CAPITAL PARTNERS L P 85 - 2023-12-31 209,352 $1,794,000 184,752
   Almitas Capital LLC 52 *New 2023-12-31 171,191 $1,467,000 171,191
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1522 - 2024-03-31 138,903 $1,343,000 -1,018
   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
   BBK Capital Partners LLC 82 - 2023-12-31 129,464 $1,110,000 -2,000
   AlTi Global Inc. 178 - 2023-12-31 123,169 $1,056,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 117 - 2023-09-30 133,169 $1,053,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2054 - 2024-03-31 102,052 $987,000 725
   WESPAC ADVISORS, LLC 60 - 2024-03-31 97,321 $941,000 -1,343
   WEALTHSOURCE PARTNERS LLC 220 - 2023-12-31 102,500 $878,000 0
   WELLS FARGO & CO/MN 3163 - 2024-03-31 75,749 $732,000 2,982
   Sea Otter Advisors LLC 33 - 2023-12-31 82,500 $707,000 64,237
   AMERIPRISE FINANCIAL INC 3257 - 2023-12-31 80,898 $693,000 -520
   Cresset Asset Management LLC 1037 - 2023-12-31 80,285 $688,000 -1,150
   Quarry LP 69 - 2023-12-31 75,637 $648,000 51,037
   JANE STREET GROUP LLC 3716 *New 2023-12-31 71,611 $614,000 71,611
   INVESCO LTD 3022 - 2023-12-31 70,037 $600,000 468
   STEPHENS INC /AR/ 682 - 2023-12-31 69,450 $595,000 0
   IFG Advisory LLC 302 - 2024-03-31 59,538 $576,000 29,769
   RAYMOND JAMES & ASSOCIATES 2984 - 2024-03-31 55,507 $537,000 -6,107
   DAVIDSON D A & CO 981 - 2023-12-31 53,987 $463,000 -3,135
   WHITENER CAPITAL MANAGEMENT INC. 109 - 2024-03-31 40,400 $391,000 0
   Atomi Financial Group Inc. 478 - 2024-03-31 35,543 $344,000 -882
   COMERICA BANK 2053 - 2023-12-31 38,676 $331,000 -395
   WHITTIER TRUST CO OF NEVADA INC 396 - 2024-03-31 32,642 $316,000 -13,160
   Schechter Investment Advisors LLC 490 - 2024-03-31 32,382 $313,000 0
   STIFEL FINANCIAL CORP 2816 - 2023-12-31 35,891 $308,000 -3,663
   KESTRA PRIVATE WEALTH SERVICES LLC 1029 - 2024-03-31 29,485 $285,000 -2,772
   Logan Stone Capital LLC 128 *New 2023-12-31 31,844 $273,000 31,844
   Verity Asset Management Inc. 140 - 2023-12-31 31,513 $270,000 3,480
   Atria Wealth Solutions Inc. 1561 - 2023-12-31 31,000 $266,000 5,000
   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
   Rockefeller Capital Management L.P. 1483 - 2023-12-31 30,197 $259,000 30,197
   Moors & Cabot Inc. 730 - 2024-03-31 26,070 $252,000 1,450
   BANK OF AMERICA CORP /DE/ 4924 - 2023-12-31 27,514 $236,000 2,280
   BB&T CORP 2385 - 2023-12-31 27,507 $236,000 -125
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1510 *New 2024-03-31 22,560 $218,000 22,560
   SMITH MOORE & CO. 381 - 2023-12-31 25,215 $216,000 509
   HighPoint Advisor Group LLC 570 - 2023-12-31 22,415 $213,000 7,697
   Baird Financial Group Inc. 1625 - 2023-12-31 24,563 $211,000 -299
   Yakira Capital Management Inc. 120 *New 2023-12-31 24,020 $206,000 24,020
   H D Vest Advisory Services 1539 - 2024-03-31 19,200 $186,000 -17,671
   FINANCIAL NETWORK 2573 - 2023-12-31 18,931 $162,000 -385
   Register Financial Advisors LLC 196 - 2024-03-31 16,299 $158,000 273
   CUSTOM INDEX SYSTEMS LLC - 2023-12-31 18,070 $155,000 0
   SIT INVESTMENT ASSOCIATES INC 478 - 2023-12-31 18,143 $155,000 0
   Quantedge Capital Pte Ltd 103 - 2023-12-31 17,963 $154,000 -40,000
   PROSPERA FINANCIAL SERVICES 1011 - 2023-12-31 17,158 $147,000 585
   Catalina Capital Group LLC 276 - 2024-03-31 13,995 $135,000 0
   MULTIFINANCIAL SECURITIES CORP 1679 - 2023-12-31 14,763 $127,000 140
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 308 - 2024-03-31 13,185 $127,000 0
   Sigma Planning Corp 1156 - 2024-03-31 12,732 $123,000 266
   NATIONAL ASSET MANAGEMENT, INC. 1312 - 2023-12-31 13,924 $119,000 -1,022
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 247 - 2024-03-31 11,956 $116,000 -344
   TELEMUS CAPITAL LLC 319 - 2023-12-31 13,245 $114,000 0
   Kingsview Wealth Management LLC 990 - 2024-03-31 11,596 $112,000 -594
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1756 - 2023-12-31 12,201 $105,000 30
   Sheaff Brock Investment Advisors LLC 449 - 2023-12-31 11,500 $99,000 0
   MARINER WEALTH ADVISORS, LLC 2858 - 2023-12-31 10,513 $90,000 -67,018
   HARBOUR INVESTMENTS INC. 1173 - 2023-12-31 10,539 $90,000 186
   NBC SECURITIES INC. 1077 - 2024-03-31 6,216 $61,000 0
   Future Financial Wealth Managment LLC 256 *New 2024-03-31 5,500 $53,000 5,500
   Covestor Ltd 933 - 2024-03-31 4,515 $44,000 0
   IFP Advisors Inc 1585 - 2023-12-31 4,762 $41,000 0
   UMB BANK N A/MO 907 - 2024-03-31 3,650 $35,000 0
   Salomon & Ludwin LLC 436 - 2024-03-31 2,900 $28,000 0
   US BANCORP 2962 - 2024-03-31 2,700 $26,000 0
   ANCORA ADVISORS, LLC 1088 - 2023-12-31 2,534 $22,000 45
   Steward Partners Investment Advisory LLC 2401 - 2023-12-31 2,200 $19,000 0
   PNC FINANCIAL SERVICES GROUP INC 3529 *New 2024-03-31 1,500 $15,000 1,500
   CALDWELL SUTTER CAPITAL INC. 504 - 2024-03-31 1,586 $15,000 0
   NBT BANK N A /NY 473 - 2024-03-31 1,068 $10,000 0
   Hobbs Group Advisors LLC 362 - 2023-12-31 1,000 $9,000 0
   Lee Financial CORP 473 - 2023-12-31 943 $8,000 -336
   CWM LLC 3496 - 2024-03-31 700 $7,000 -161
   Riggs Asset Managment Co. Inc. 276 - 2024-03-31 606 $6,000 273
   Global Retirement Partners LLC 2639 - 2024-03-31 217 $2,000 0
   Iron Horse Wealth Management LLC 314 - 2024-03-31 250 $2,000 0
   KAYNE ANDERSON CAPITAL ADVISORS LP 69 *Closed 2024-03-31 0 $0 -115,700
   PROEQUITIES INC. 4489 - 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1441 *Closed 2024-03-31 0 $0 -75
  100 Records found
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