AA
FEN

Ancora Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Ancora Advisors’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,264
Closed -$24K – 1471
2020
Q2 		$24K Hold
2,264
– – ﹤0.01% 969
2020
Q1 		$20K Hold
2,264
– – ﹤0.01% 1053
2019
Q4 		$51K Buy
+2,264
New +$48.6K ﹤0.01% 885
2018
Q4 		– Sell
-2,264
Closed -$50K – 1227
2018
Q3 		$50K Buy
+2,264
New +$51.5K ﹤0.01% 896
2017
Q4 		– Sell
-11,955
Closed -$295K – 681
2017
Q3 		$295K Hold
11,955
– – 0.02% 550
2017
Q2 		$304K Sell
11,955
-956
-7% -$25.1K 0.02% 513
2017
Q1 		$348K Hold
12,911
– – 0.02% 483
2016
Q4 		$343K Hold
12,911
– – 0.03% 465
2016
Q3 		$350K Hold
12,911
– – 0.04% 389
2016
Q2 		$329K Hold
12,911
– – 0.04% 373
2016
Q1 		$301K Hold
12,911
– – 0.04% 381
2015
Q4 		$297K Sell
12,911
-344
-3% -$8.35K 0.04% 382
2015
Q3 		$337K Sell
13,255
-197
-1% -$5.49K 0.04% 361
2015
Q2 		$422K Buy
+13,452
New +$461K 0.05% 350
2015
Q1 		– Sell
-13,196
Closed -$464K – 333
2014
Q4 		$482K Sell
13,196
-1,139
-8% -$39.9K 0.06% 324
2014
Q3 		$527K Hold
14,335
– – 0.07% 295
2014
Q2 		$518K Sell
14,335
-1,956
-12% -$67.1K 0.07% 303
2014
Q1 		$534K Hold
16,291
– – 0.08% 284
2013
Q4 		$526K Sell
16,291
-8,419
-34% -$271K 0.08% 258
2013
Q3 		$791K Sell
24,710
-197
-0.8% -$6.42K 0.14% 175
2013
Q2 		$846K Buy
+24,907
New +$853K 0.15% 176

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Ancora Advisors's FEN Position: Q3 2020 in Review

Ancora Advisors sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2020, closing a stake of 2,264 shares — an estimated $24K sold.

Ancora Advisors first reported a position in FEN in Q2 2013 and held it in 21 quarters. The position peaked at $846K in Q2 2013. 67 funds tracked by Wall St. Rank hold FEN as of Q3 2020.

  • Ancora Advisors reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Ancora Advisors sold 2,264 First Trust Energy Income and Growth Fund shares in Q3 2020, an estimated $24K.
  • Ancora Advisors first reported a position in First Trust Energy Income and Growth Fund in Q2 2013 and held it in 21 quarters.
  • Ancora Advisors's First Trust Energy Income and Growth Fund position peaked at $846K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2020.

Based on Ancora Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.