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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Baird Financial Group Inc. 527 - 2023-12-31 541,607 $7,842,000 -1,628
   SABA CAPITAL MANAGEMENT, L.P. 107 - 2023-12-31 386,478 $5,596,000 -5,155
   LLBH Private Wealth Management LLC 22 - 2023-12-31 251,712 $3,645,000 -68,205
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1363 - 2024-03-31 200,059 $3,269,000 -44,366
   UBS Group AG 2788 - 2023-12-31 145,083 $2,101,000 -4,659
   Advisor Group Holdings Inc. 1954 - 2023-12-31 122,817 $1,778,000 -4,863
   CNH PARTNERS LLC 196 - 2023-12-31 118,550 $1,717,000 -6,216
   LPL FINANCIAL CORP 2543 - 2023-12-31 115,988 $1,680,000 -7,598
   Sowell Financial Services LLC - 2023-12-31 106,416 $1,541,000 -1,982
   ROYAL BANK OF CANADA 2775 - 2023-12-31 103,286 $1,496,000 -71,089
   H D Vest Advisory Services 602 - 2023-12-31 98,821 $1,431,000 -24,042
   KAYNE ANDERSON CAPITAL ADVISORS LP 59 - 2023-12-31 65,400 $947,000 -45,300
   Kingsview Wealth Management LLC 516 - 2023-12-31 57,567 $834,000 -12,433
   GARRISON FINANCIAL CORP 59 - 2023-12-31 42,902 $621,000 -573
   BB&T CORP 2028 - 2023-12-31 29,987 $434,000 -471
   Stegent Equity Advisors Inc. 50 - 2023-12-31 26,753 $387,000 -3,376
   MULTIFINANCIAL SECURITIES CORP 1415 - 2023-12-31 20,706 $300,000 -4,753
   AMERIPRISE FINANCIAL INC 3550 - 2023-12-31 19,237 $279,000 -1,696
   HIGHTOWER ADVISORS, LLC 2735 - 2023-12-31 18,119 $264,000 -2,391
   ICA Group Wealth Management LLC 220 - 2023-12-31 18,001 $261,000 -2,976
   BDO Wealth Advisors LLC 237 - 2023-06-30 17,563 $245,000 -1,596
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 646 - 2023-12-31 14,562 $211,000 -193
   RSM US WEALTH MANAGEMENT LLC 626 - 2024-03-31 12,492 $204,000 -66
   INVESCO LTD 3447 - 2023-12-31 13,504 $196,000 -158
   Clarus Group Inc. 103 - 2024-03-31 10,990 $180,000 -415
   Lakeview Capital Partners LLC 387 - 2023-12-31 10,429 $151,000 -555
   Sigma Planning Corp 787 - 2023-12-31 10,018 $145,000 -17,628
   COMERICA BANK 2582 - 2023-12-31 5,190 $75,000 -10
   CWM LLC 2489 - 2024-03-31 2,210 $36,000 -200
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 711 - 2024-03-31 0 $0 -2,930
   WELLS FARGO & CO/MN 6909 - 2023-12-31 1 $0 -12,401
  31 Records found
  1    
  Page 1 of 1
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