Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / COM
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
11,383,584
-
Shares change
-
-45,538
-
Total reported value, excl. options
-
$142,480,304
-
Value change
-
-$628,404
-
Number of buys
-
38
-
Number of sells
-
-23
-
Price
-
$12.52
Significant Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q3 2018
75 filings reported holding FEI - FIRST TR MLP & ENERGY INCOME - COM as of Q3 2018.
FIRST TR MLP & ENERGY INCOME - COM (FEI) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,383,584 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,970,731 shares), UMB BANK N A/MO (905,458 shares), TIEDEMANN ADVISORS, LLC (671,273 shares), Premier Fund Managers Ltd (579,000 shares), Advisors Asset Management, Inc. (490,983 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (464,506 shares), RAYMOND JAMES & ASSOCIATES (445,343 shares), ROYAL BANK OF CANADA (441,580 shares), RMB Capital Management, LLC (436,136 shares), and Raymond James Financial Services Advisors, Inc. (329,061 shares).
This table shows the top 72 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.