Who owns First Tr Mlp & Energy Income?
- Ticker: FEI
- CUSIP Number: 33739B104
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Mlp & Energy Income with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Mlp & Energy Income stock
Who bought or sold First Tr Mlp & Energy Income this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $39M | -5% | Mar 2024 |
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| Saba Capital Management | 3.4M | $33M | 0% | Mar 2024 |
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| Advisors Asset Management | 917k | $7.9M | -25% | Dec 2023 |
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| Hunting Hill Global Capital | 856k | $8.3M | 100% | Mar 2024 |
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| Goldman Sachs Group | 757k | $7.3M | 85% | Mar 2024 |
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| UBS Group | 536k | $5.2M | 3% | Mar 2024 |
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| Cohen & Steers Capital Management | 443k | $4.3M | 21% | Mar 2024 |
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| Royal Bank of Canada | 433k | $4.2M | 70% | Mar 2024 |
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| LongView Wealth Management | 405k | $3.9M | -2% | Mar 2024 |
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| LPL Financial | 362k | $3.5M | 76% | Mar 2024 |
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| Bridges Investment Management | 331k | $3.2M | -2% | Mar 2024 |
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| Quarry | 330k | $3.2M | 336% | Mar 2024 |
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| Wolverine Asset Management | 302k | $2.9M | -7% | Mar 2024 |
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| Legacy Capital Wealth Partners | 267k | $2.1M | 100% | Mar 2024 |
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| Cambridge Advisors | 243k | $2.3M | 2% | Mar 2024 |
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| Anfield Capital Management | 215k | $2.1M | 8% | Mar 2024 |
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| Almitas Capital | 212k | $2.0M | 24% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 198k | $1.9M | 5% | Mar 2024 |
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| Susquehanna International | 198k | $1.9M | 770% | Mar 2024 |
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| Yakira Capital Management | 154k | $1.5M | 100% | Mar 2024 |
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| Jane Street | 150k | $1.4M | 109% | Mar 2024 |
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| Logan Stone Capital | 146k | $1.4M | 357% | Mar 2024 |
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| Cambridge Investment Research Advisors | 139k | $1.3M | -1% | Mar 2024 |
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| BBK Capital Partners | 127k | $1.2M | -2% | Mar 2024 |
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| Advisor Group Holdings | 126k | $1.2M | -2% | Mar 2024 |
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| AlTi Global | 123k | $1.2M | 0% | Mar 2024 |
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| Altfest L J & Co | 118k | $1.1M | -8% | Mar 2024 |
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| Wealthsource Partners | 103k | $878k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 102k | $987k | 1% | Mar 2024 |
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| WESPAC Advisors | 97k | $941k | -1% | Mar 2024 |
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| Sea Otter Advisors | 94k | $912k | 14% | Mar 2024 |
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| CSS | 93k | $898k | 100% | Mar 2024 |
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| Wells Fargo & Company | 76k | $733k | 4% | Mar 2024 |
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| Ameriprise Financial | 72k | $697k | -12% | Mar 2024 |
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| Stephens | 70k | $672k | 0% | Mar 2024 |
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| IFG Advisory | 60k | $576k | 100% | Mar 2024 |
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| Raymond James & Associates | 56k | $537k | -10% | Mar 2024 |
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| D.A. Davidson & Co. | 51k | $492k | -6% | Mar 2024 |
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| Whitener Capital Management | 40k | $391k | 0% | Mar 2024 |
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| Brian McDonald | 37k | $360k | -5% | Mar 2024 |
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| Atomi Financial Group | 36k | $344k | -2% | Mar 2024 |
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| Stifel Financial | 35k | $342k | -2% | Mar 2024 |
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| Goss Wealth Management | 33k | $319k | 100% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 33k | $316k | -29% | Mar 2024 |
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| Schechter Investment Advisors | 32k | $313k | 0% | Mar 2024 |
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| Verity Asset Management | 32k | $270k | 12% | Dec 2023 |
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| Rockefeller Capital Management | 30k | $259k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 30k | $285k | -9% | Mar 2024 |
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| Atria Wealth Solutions | 28k | $271k | -10% | Mar 2024 |
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| Janney Montgomery Scott | 27k | $262k | -5% | Mar 2024 |
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| Oppenheimer & Co | 27k | $261k | 10% | Mar 2024 |
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| Moors & Cabot | 26k | $252k | 6% | Mar 2024 |
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| Bank of America Corporation | 26k | $252k | -5% | Mar 2024 |
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| Baird Financial | 25k | $211k | -1% | Dec 2023 |
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| Smith, Moore & Co. | 23k | $224k | -6% | Mar 2024 |
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| Natixis Asset Management Advisors | 23k | $218k | 100% | Mar 2024 |
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| HighPoint Advisor | 22k | $213k | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 21k | $207k | -22% | Mar 2024 |
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| H D Vest Advisory Services | 19k | $186k | -48% | Mar 2024 |
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| Sit Investment Associates | 18k | $175k | 0% | Mar 2024 |
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| Custom Index Systems | 18k | $155k | 100% | Dec 2023 |
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| Prospera Financial Services | 17k | $147k | 4% | Dec 2023 |
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| Register Financial Advisors | 16k | $158k | 2% | Mar 2024 |
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| National Asset Management | 15k | $118k | 7% | Mar 2024 |
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| Catalina Capital Group | 14k | $135k | 0% | Mar 2024 |
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| Kovitz Investment Group Partners | 13k | $128k | 100% | Mar 2024 |
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| Telemus Capital | 13k | $114k | 0% | Dec 2023 |
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| Pekin, Singer Strauss Asset Management | 13k | $128k | 0% | Mar 2024 |
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| Sigma Planning | 13k | $123k | 2% | Mar 2024 |
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| Blue Bell Private Wealth Management | 12k | $116k | -3% | Mar 2024 |
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| Kingsview Wealth Management | 12k | $112k | -5% | Mar 2024 |
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| Sheaff Brock Investment Advisors | 12k | $99k | 0% | Dec 2023 |
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| Harbour Investments | 11k | $90k | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 11k | $102k | 0% | Mar 2024 |
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| Nbc Securities | 6.2k | $61k | 0% | Mar 2024 |
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| Future Financial Wealth Managment | 5.5k | $53k | 100% | Mar 2024 |
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| IFP Advisors | 4.8k | $41k | 0% | Dec 2023 |
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| Covestor | 4.5k | $44k | 0% | Mar 2024 |
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| Umb Bank N A | 3.7k | $35k | 0% | Mar 2024 |
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| Salomon & Ludwin | 2.9k | $28k | 0% | Mar 2024 |
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| Us Bancorp | 2.7k | $26k | 0% | Mar 2024 |
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| Ancora Advisors | 2.6k | $25k | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.2k | $21k | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 1.6k | $15k | 0% | Mar 2024 |
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| Pnc Financial Services | 1.5k | $15k | 100% | Mar 2024 |
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| NBT Bank | 1.1k | $10k | 0% | Mar 2024 |
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| Hobbs Group Advisors | 1.0k | $8.6k | 100% | Dec 2023 |
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| Lee Financial | 943.00 | $8.1k | -26% | Dec 2023 |
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| CWM | 700.00 | $7.0k | -19% | Mar 2024 |
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| Riggs Asset Managment | 606.00 | $5.9k | 82% | Mar 2024 |
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| Clear Point Advisors | 286.00 | $2.8k | 1% | Mar 2024 |
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| Iron Horse Wealth Management | 250.00 | $2.4k | 0% | Mar 2024 |
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| Global Retirement Partners | 217.00 | $2.1k | 0% | Mar 2024 |
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| Tower Research Capital | 7.00 | $68.000100 | 100% | Mar 2024 |
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Who sold out of First Tr Mlp & Energy Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Clough Capital Partners | Dec 2023 | 209k | $1.8M |
| HighTower Advisors | Dec 2023 | 121k | $1.0M |
| Kayne Anderson Capital Advisors, L.p | Dec 2023 | 116k | $992k |
| Quantedge Capital Pte | Sep 2023 | 58k | $459k |
| Kovack Advisors | Dec 2023 | 16k | $135k |
| Brooklyn Capital Management | Dec 2023 | 15k | $132k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 12k | $96k |
| Mattern Wealth Management | Sep 2023 | 11k | $89k |
| Elequin Capital | Sep 2023 | 100.00 | $791.000000 |
| Gradient Investments | Dec 2023 | 75.00 | $642.997500 |