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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
   FIXED INCOME SECURITIES INC 143 - 2023-12-31 916,862 $7,858,000 -307,010
   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
   ROYAL BANK OF CANADA 2495 - 2023-12-31 255,354 $2,189,000 -7,975
   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
   WESPAC ADVISORS, LLC 60 - 2024-03-31 97,321 $941,000 -1,343
   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
   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
   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
   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
   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
   BB&T CORP 2385 - 2023-12-31 27,507 $236,000 -125
   Baird Financial Group Inc. 1625 - 2023-12-31 24,563 $211,000 -299
   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
   Quantedge Capital Pte Ltd 103 - 2023-12-31 17,963 $154,000 -40,000
   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
   Kingsview Wealth Management LLC 990 - 2024-03-31 11,596 $112,000 -594
   MARINER WEALTH ADVISORS, LLC 2858 - 2023-12-31 10,513 $90,000 -67,018
   Lee Financial CORP 473 - 2023-12-31 943 $8,000 -336
   CWM LLC 3496 - 2024-03-31 700 $7,000 -161
  33 Records found
  1    
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