First Trust MLP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | 09/05/2024 | 71.29 K | $697.90 K | 100.00% | 0.16% |
| IFP ADVISORS, INC | 07/30/2024 | 3.28 K | $32.19 K | -7.38% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 900 | $8.85 K | -99.29% | 0.00% |
| US BANCORP \DE\ | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 0 | $0 | -100.00% | 0.00% |
| SMITH, MOORE & CO. | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 0 | $0 | -100.00% | 0.00% |
| ALTFEST L J & CO INC | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| STEPHENS INC /AR/ | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NBC SECURITIES, INC. | 07/10/2024 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 07/26/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| OPPENHEIMER & CO INC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/17/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NBT BANK N A /NY | 07/30/2024 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| UMB BANK, N.A. | 07/29/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 0 | $0 | -100.00% | 0.00% |
| BRIDGES INVESTMENT MANAGEMENT INC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 0 | $0 | -100.00% | 0.00% |
| PEKIN HARDY STRAUSS, INC. | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 0 | $0 | -100.00% | 0.00% |
| CSS LLC/IL | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 07/29/2024 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 0 | $0 | -100.00% | 0.00% |
| COHEN & STEERS, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 0 | $0 | -100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 0 | $0 | -100.00% | 0.00% |
| MARINER, LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 0 | $0 | -100.00% | 0.00% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| SIGMA PLANNING CORP | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 0 | $0 | -100.00% | 0.00% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 0 | $0 | -100.00% | 0.00% |
| WESPAC ADVISORS, LLC | 07/30/2024 | 0 | $0 | -100.00% | 0.00% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
First Trust MLP institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of First Trust MLP . The most heavily invested institutionals were:
Cetera Advisors LLC: 18,925
Cetera Advisor Networks LLC: 17,991
WEALTHSOURCE PARTNERS, LLC: 102,500
TELEMUS CAPITAL, LLC: 13,245
TIEDEMANN ADVISORS, LLC: 133,169
OTA Financial Group L.P.: 0
0.17% of First Trust MLP stock is owned by institutional investors.
Institutional investors have bought a total of 2.75 M shares in the last 24 months. This purchase volume represents approximately $27.53 M in transactions.