The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

First Trust MLP and Energy Income Fund (FEI)

NYSE - Nasdaq Real-time price. Currency in USD

Add to watchlist

9.74

-0.02

(-0.15%)

As of 10:29AM EDT. Market open.

Major holders

Currency in USD

0.00%	% of shares held by all insiders
32.87%	% of shares held by institutions
32.87%	% of float held by institutions
87	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Morgan Stanley	4,048,270	30 Dec 2023	8.95%	39,430,148
Saba Capital Management, L.P.	3,394,029	30 Dec 2023	7.50%	33,057,841
Advisors Asset Management, Inc.	916,862	30 Dec 2023	2.03%	8,930,235
Hunting Hill Global Capital, LLC	856,260	30 Dec 2023	1.89%	8,339,972
UBS Group AG	520,548	30 Dec 2023	1.15%	5,070,137
Cohen & Steers Inc.	428,575	30 Dec 2023	0.95%	4,174,320
Goldman Sachs Group Inc	408,379	30 Dec 2023	0.90%	3,977,611
Longview Wealth Management	404,801	30 Mar 2024	0.90%	3,942,761
LPL Financial LLC	368,266	30 Dec 2023	0.81%	3,586,910
Bridges Investment Management, Inc.	338,055	30 Dec 2023	0.75%	3,292,655

Holder	Shares	Date reported	% out	Value
Cohen & Steers Closed End Opportunity Fund	428,575	30 Dec 2023	0.95%	4,174,320
Goldman Sachs Tr-Goldman Sachs MLP Energy Infrastructure Fund	318,100	29 Nov 2023	0.70%	3,098,293
Two Roads Shared Tr-Anfield Capital Diversified Alternatives ETF	198,802	30 Jan 2024	0.44%	1,936,331
Goldman Sachs Tr-Goldman Sachs MLP & Energy Fund	60,168	29 Nov 2023	0.13%	586,036
Special Opportunities Fd	15,392	30 Dec 2023	0.03%	149,918
Exchange Listed Fds Tr-Saba Closed-End Funds ETF	7,428	29 Nov 2023	0.02%	72,348
High Income Securities Fund	9,498	29 Nov 2023	0.02%	92,510
Series Portfolios Tr-Unusual Whales Subversive Republican Trading ETF	126	30 Dec 2023	0.00%	1,227