Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / COM
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
11,294,846
-
Shares change
-
-642,943
-
Total reported value, excl. options
-
$138,798,910
-
Value change
-
-$9,849,114
-
Number of buys
-
32
-
Number of sells
-
-22
-
Price
-
$12.25
Significant Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q1 2018
69 filings reported holding FEI - FIRST TR MLP & ENERGY INCOME - COM as of Q1 2018.
FIRST TR MLP & ENERGY INCOME - COM (FEI) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,294,846 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,584,945 shares), UMB BANK N A/MO (1,367,864 shares), TIEDEMANN ADVISORS, LLC (779,775 shares), RMB Capital Management, LLC (436,826 shares), ROYAL BANK OF CANADA (405,785 shares), KCS Wealth Advisory (300,513 shares), RAYMOND JAMES & ASSOCIATES (293,403 shares), Raymond James Financial Services Advisors, Inc. (280,678 shares), Premier Fund Managers Ltd (280,000 shares), and Advisors Asset Management, Inc. (261,469 shares).
This table shows the top 63 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.