Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / COM
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
6,143,933
-
Shares change
-
+952,616
-
Total reported value, excl. options
-
$132,104,890
-
Value change
-
+$20,652,670
-
Number of buys
-
21
-
Number of sells
-
-15
-
Price
-
$21.56
Significant Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q2 2014
47 filings reported holding FEI - FIRST TR MLP & ENERGY INCOME - COM as of Q2 2014.
FIRST TR MLP & ENERGY INCOME - COM (FEI) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,143,933 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,476,977 shares), TIEDEMANN TRUST CO (718,194 shares), Invesco Ltd. (531,974 shares), Advisors Asset Management, Inc. (416,517 shares), COHEN & STEERS INC (248,292 shares), ENVESTNET ASSET MANAGEMENT INC (215,350 shares), WELLS FARGO & COMPANY/MN (212,499 shares), ROYAL BANK OF CANADA (146,957 shares), NEWGATE CAPITAL MANAGEMENT LLC (146,440 shares), and CORNERSTONE ADVISORS INC (141,185 shares).
This table shows the top 43 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.