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Get Institutions for : 
First Trust Mlp & Energy Income Fund (FEI)  
$9.79 0.02 (0.2%) as of 4:30 Fri 4/26


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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  : 
1.45 (17.39%)  




 
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
   GOLDMAN SACHS GROUP INC/ 2786 *New 2023-12-31 408,379 $3,500,000 408,379
   LPL FINANCIAL CORP 2020 - 2023-12-31 368,266 $3,156,000 162,084
   BRIDGES INVESTMENT MANAGEMENT INC - 2023-12-31 338,055 $2,897,000 0
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 955 - 2024-03-31 198,053 $1,915,000 8,711
   CLOUGH CAPITAL PARTNERS L P 85 - 2023-12-31 209,352 $1,794,000 184,752
   Anfield Capital Management LLC 23 - 2023-12-31 198,700 $1,703,000 -128,903
   Almitas Capital LLC 52 *New 2023-12-31 171,191 $1,467,000 171,191
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1515 - 2023-12-31 139,921 $1,199,000 -2,108
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2585 - 2023-12-31 134,683 $1,154,000 111,992
   BBK Capital Partners LLC 82 - 2023-12-31 129,464 $1,110,000 -2,000
   Advisor Group Holdings Inc. 2413 - 2023-12-31 128,627 $1,102,000 -104,254
   ALTFEST L J & CO INC 110 - 2023-12-31 127,948 $1,097,000 -4,131
   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
   HIGHTOWER ADVISORS, LLC 1781 - 2023-12-31 120,707 $1,034,000 -7,845
   KAYNE ANDERSON CAPITAL ADVISORS LP 57 - 2023-12-31 115,700 $992,000 -66,800
   WEALTHSOURCE PARTNERS LLC 220 - 2023-12-31 102,500 $878,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2046 - 2023-12-31 101,327 $868,000 -4,556
   WESPAC ADVISORS, LLC - 2023-12-31 98,664 $846,000 -2,024
   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
   WELLS FARGO & CO/MN 3209 - 2023-12-31 72,767 $624,000 -94,229
   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
   RAYMOND JAMES & ASSOCIATES 2896 - 2023-12-31 61,614 $528,000 -50,641
   DAVIDSON D A & CO 981 - 2023-12-31 53,987 $463,000 -3,135
   WHITTIER TRUST CO OF NEVADA INC 372 - 2023-12-31 45,802 $393,000 -3,469
   WHITENER CAPITAL MANAGEMENT INC. 109 - 2024-03-31 40,400 $391,000 0
   COMERICA BANK 2053 - 2023-12-31 38,676 $331,000 -395
   H D Vest Advisory Services 1201 - 2023-12-31 36,871 $316,000 -4,649
   Atomi Financial Group Inc. 404 - 2023-12-31 36,425 $312,000 -296
   STIFEL FINANCIAL CORP 2816 - 2023-12-31 35,891 $308,000 -3,663
   OPPENHEIMER & CO INC 1154 - 2023-12-31 33,956 $291,000 9,415
   Schechter Investment Advisors LLC 466 - 2023-12-31 32,382 $278,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 981 - 2023-12-31 32,257 $276,000 266
   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
   Rockefeller Capital Management L.P. 1483 - 2023-12-31 30,197 $259,000 30,197
   IFG Advisory LLC 497 *New 2023-12-31 29,769 $255,000 29,769
   JANNEY MONTGOMERY SCOTT LLC 2329 - 2023-12-31 28,416 $244,000 -6,711
   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
   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
   Moors & Cabot Inc. 731 - 2023-12-31 24,620 $211,000 250
   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
   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
   BROOKLYN CAPITAL MANAGEMENT LLC 105 - 2023-12-31 15,392 $132,000 0
   MULTIFINANCIAL SECURITIES CORP 1679 - 2023-12-31 14,763 $127,000 140
   NATIONAL ASSET MANAGEMENT, INC. 1312 - 2023-12-31 13,924 $119,000 -1,022
   TELEMUS CAPITAL LLC 319 - 2023-12-31 13,245 $114,000 0
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 284 - 2023-12-31 13,185 $113,000 500
   Sigma Planning Corp 798 *New 2023-12-31 12,466 $107,000 12,466
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC *New 2023-12-31 12,300 $105,000 12,300
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1756 - 2023-12-31 12,201 $105,000 30
   Kingsview Wealth Management LLC 926 - 2023-12-31 12,190 $104,000 0
   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
   IFP Advisors Inc 1585 - 2023-12-31 4,762 $41,000 0
   Covestor Ltd 955 *New 2023-12-31 4,515 $39,000 4,515
   UMB BANK N A/MO - 2023-12-31 3,650 $31,000 0
   US BANCORP 2943 - 2023-12-31 2,700 $23,000 900
   Salomon & Ludwin LLC 396 - 2023-12-31 2,900 $23,000 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
   CALDWELL SUTTER CAPITAL INC. 504 - 2024-03-31 1,586 $15,000 0
   NBT BANK N A /NY 472 *New 2023-12-31 1,068 $9,000 1,068
   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. 307 - 2023-12-31 333 $3,000 0
   Iron Horse Wealth Management LLC 314 - 2024-03-31 250 $2,000 0
   Global Retirement Partners LLC 2708 - 2023-12-31 217 $2,000 0
   GRADIENT INVESTMENTS LLC 1450 - 2023-12-31 75 $1,000 0
   ELEQUIN CAPITAL LP 387 *Closed 2023-12-31 0 $0 -100
   PROEQUITIES INC. 7516 - 2023-12-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 6241 *New 2023-12-31 20 $0 20
  100 Records found
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