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Get Institutions for : 
First Trust Energy Income (FEN)  
$16.00 0.03 (0.19%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    5
Total shares held : 
 6,264,759  
% of shares held : 
 44.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 1,406,945  
% of shares held change : 
   9.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.96  
Last Quarter's Ending Price : 
 $14.48  
Last Quarter's Average Price : 
 $14.12  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (13.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 690,111
 11.02%
 
Increased Positions :
18
 1,087,708
 17.36%
 
Unchanged Positions :
20
 123,884
 1.98%
 
Decreased Positions :
27
-312,363
-4.99%
 
Closed Positions :
8
-58,511
-0.93%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   We Are One Seven LLC 26 - 2023-12-31 751,115 $10,876,000 731,544
   FIXED INCOME SECURITIES INC 161 - 2023-12-31 513,622 $7,437,000 40,029
   MORGAN STANLEY 3578 - 2023-12-31 496,677 $7,192,000 32,841
   COHEN & STEERS INC 163 - 2023-12-31 253,925 $3,677,000 77,000
   BANK OF AMERICA CORP /DE/ 3452 - 2023-12-31 151,196 $2,189,000 87,913
   WOLVERINE ASSET MANAGEMENT LLC 144 - 2023-12-31 149,518 $2,165,000 21,249
   Mystic Asset Management Inc. 37 - 2023-12-31 119,861 $1,736,000 3,990
   Cornerstone Advisors LLC 222 - 2023-12-31 119,495 $1,730,000 45,170
   Retirement Planning Co of New England Inc. 72 - 2023-12-31 66,093 $957,000 4,508
   COMMONWEALTH EQUITY SERVICES LLC. 2322 - 2024-03-31 54,093 $884,000 864
   Private Advisor Group LLC - 2024-03-31 49,260 $805,000 1,142
   GUGGENHEIM CAPITAL LLC 1387 - 2023-12-31 40,311 $584,000 16,812
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1272 - 2023-12-31 27,344 $396,000 2,153
   Sigma Planning Corp - 2024-03-31 21,179 $346,000 11,161
   Wedmont Private Capital 569 - 2024-03-31 11,644 $192,000 129
   IFP Advisors Inc 1219 - 2023-12-31 6,933 $100,000 6,748
   Pinnacle Bank 532 - 2024-03-31 1,344 $22,000 27
   HANSON MCCLAIN, INC. 2627 - 2024-03-31 175 $3,000 2
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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