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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
   SABA CAPITAL MANAGEMENT, L.P. 29 - 2023-12-31 3,394,029 $29,087,000 7,388
   UBS Group AG 2092 - 2023-12-31 520,548 $4,461,000 30,050
   COHEN & STEERS INC 164 - 2023-12-31 428,575 $3,673,000 62,000
   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
   Anfield Capital Management LLC 22 - 2024-03-31 214,750 $2,077,000 16,050
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2054 - 2024-03-31 102,052 $987,000 725
   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
   Quarry LP 69 - 2023-12-31 75,637 $648,000 51,037
   INVESCO LTD 3022 - 2023-12-31 70,037 $600,000 468
   IFG Advisory LLC 302 - 2024-03-31 59,538 $576,000 29,769
   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
   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
   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
   Register Financial Advisors LLC 196 - 2024-03-31 16,299 $158,000 273
   PROSPERA FINANCIAL SERVICES 1011 - 2023-12-31 17,158 $147,000 585
   MULTIFINANCIAL SECURITIES CORP 1679 - 2023-12-31 14,763 $127,000 140
   Sigma Planning Corp 1156 - 2024-03-31 12,732 $123,000 266
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1756 - 2023-12-31 12,201 $105,000 30
   HARBOUR INVESTMENTS INC. 1173 - 2023-12-31 10,539 $90,000 186
   ANCORA ADVISORS, LLC 1088 - 2023-12-31 2,534 $22,000 45
   Riggs Asset Managment Co. Inc. 276 - 2024-03-31 606 $6,000 273
  30 Records found
  1    
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