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FEN

First Trust Energy Income and Growth Fund
FEN

Delisted

FEN was delisted on the 3rd of May, 2024.

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47 hedge funds and large institutions have $144M invested in First Trust Energy Income and Growth Fund in 2013 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+47
Holders Change %
–
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$929K +$936K +27,346 New
AA
27
Ancora Advisors
Ohio
$846K +$853K +24,907 New
RIL
28
Rothschild Investment LLC
Illinois
$700K +$705K +20,592 New
WS
29
Wedbush Securities
California
$467K +$470K +13,737 New
SNC
30
Stifel Nicolaus & Co
Missouri
$428K +$432K +12,606 New
HHAM
31
HITE Hedge Asset Management
Massachusetts
$428K +$431K +12,600 New
ADBIC
32
A.D. Beadell Investment Counsel
Wisconsin
$417K +$420K +12,275 New
FNBT
33
FineMark National Bank & Trust
Florida
$324K +$326K +9,525 New
ICAS
34
Investors Capital Advisory Services
Massachusetts
$256K +$258K +7,550 New
GF
35
Gerstein Fisher
New York
$252K +$254K +7,429 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$219K +$221K +6,447 New
US Bancorp
37
US Bancorp
Minnesota
$166K +$168K +4,900 New
Citigroup
38
Citigroup
New York
$57K +$57.4K +1,678 New
Creative Planning
39
Creative Planning
Kansas
$55K +$54.9K +1,604 New
MFS
40
MSI Financial Services
Massachusetts
$42K +$42.6K +1,245 New
Ameriprise
41
Ameriprise
Minnesota
$39K +$38.8K +1,133 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$38K +$38.3K +1,120 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$17K +$17.1K +500 New
DADC
44
D.A. Davidson & Co
Montana
$16K +$17.1K +500 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.45K +276 New
AC
46
Alexandria Capital
Virginia
$8K +$8.56K +250 New
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$59 +$59.9K +1,750 New
1
2

FEN Hedge Fund Activity: Q2 2013 in Review

47 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy Income and Growth Fund (FEN) for Q2 2013, worth a combined $144M.

Buyers outnumbered sellers: 47 funds opened new FEN positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

  • 47 institutional investors held First Trust Energy Income and Growth Fund (FEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $144M of First Trust Energy Income and Growth Fund stock for Q2 2013.
  • 47 funds opened new First Trust Energy Income and Growth Fund positions in Q2 2013 and 0 closed out, a net change of +47 holders.

Based on aggregated 13F filings for Q2 2013.