Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / COM
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
9,600,798
-
Shares change
-
-1,336,373
-
Total reported value, excl. options
-
$155,002,000
-
Value change
-
-$22,690,913
-
Number of buys
-
27
-
Number of sells
-
-20
-
Price
-
$16.14
Significant Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q4 2016
57 filings reported holding FEI - FIRST TR MLP & ENERGY INCOME - COM as of Q4 2016.
FIRST TR MLP & ENERGY INCOME - COM (FEI) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,600,798 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,790,162 shares), UMB BANK N A/MO (1,446,902 shares), WELLS FARGO & COMPANY/MN (576,288 shares), VECTOR WEALTH MANAGEMENT, LLC (476,591 shares), SIT INVESTMENT ASSOCIATES INC (476,544 shares), Jacobus Wealth Management, Inc. (437,465 shares), Invesco Ltd. (364,019 shares), Advisors Asset Management, Inc. (357,391 shares), Premier Fund Managers Ltd (341,750 shares), and GUGGENHEIM CAPITAL LLC (248,617 shares).
This table shows the top 56 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.