Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / COM
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
11,875,884
-
Shares change
-
+1,481,230
-
Total reported value, excl. options
-
$185,812,000
-
Value change
-
+$23,287,075
-
Number of buys
-
35
-
Number of sells
-
-22
-
Price
-
$15.65
Significant Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q4 2017
70 filings reported holding FEI - FIRST TR MLP & ENERGY INCOME - COM as of Q4 2017.
FIRST TR MLP & ENERGY INCOME - COM (FEI) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,875,884 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,627,618 shares), UMB BANK N A/MO (1,548,154 shares), TIEDEMANN WEALTH MANAGEMENT, LLC (796,322 shares), Premier Fund Managers Ltd (533,000 shares), SNS Financial Group, LLC (403,624 shares), RMB Capital Management, LLC (374,179 shares), ROYAL BANK OF CANADA (314,305 shares), WELLS FARGO & COMPANY/MN (305,909 shares), KCS Wealth Advisory (288,430 shares), and RAYMOND JAMES & ASSOCIATES (253,500 shares).
This table shows the top 61 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.