Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
16,350,891
-
Share change
-
+1,200,448
-
Total reported value
-
$140,195,747
-
Price per share
-
$8.57
-
Number of holders
-
100
-
Value change
-
+$10,304,522
-
Number of buys
-
40
-
Number of sells
-
35
Institutional Holders of FIRST TR MLP & ENERGY INCOME - COM (FEI) as of Q4 2023
As of 31 Dec 2023 FIRST TR MLP & ENERGY INCOME - COM (FEI) had 100 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 16,350,891 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Saba Capital Management, L.P., Advisors Asset Management, Inc., Hunting Hill Global Capital, LLC, UBS Group AG, COHEN & STEERS, INC., LongView Wealth Management, GOLDMAN SACHS GROUP INC, LPL Financial LLC, and BRIDGES INVESTMENT MANAGEMENT INC.
This table shows 100 institutional shareholders of the security as of 31 Dec 2023.
| 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.