FEN

First Trust Energy Income and Growth Fund
FEN

Overview Fund Activity
Delisted

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

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56 hedge funds and large institutions have $175M invested in First Trust Energy Income and Growth Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.18M
2
Morgan Stanley
Morgan Stanley
New York
+$3.66M
3
GC
Guggenheim Capital
Illinois
+$3.29M
4
CA
Cornerstone Advisors
North Carolina
+$1.49M
5
Invesco
Invesco
Georgia
+$1.29M

Top Sellers

1
TT
Tiedemann Trust
Delaware
-$2.93M
2
OC
Oppenheimer & Co
New York
-$2.14M
3
NES
New England Securities
New York
-$1.22M
4
Citigroup
Citigroup
New York
-$403K
5
HighTower Advisors
HighTower Advisors
Illinois
-$394K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
26
Rothschild Investment LLC
Illinois
$911K +$6.4K +177 +0.7%
Stifel Financial
27
Stifel Financial
Missouri
$846K +$9.94K +275 +1%
WS
28
Wedbush Securities
California
$781K +$123K +3,404 +19%
U
29
UBS
Switzerland
$771K -$46.8K -1,294 -6%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$694K +$114K +3,162 +20%
SCM
31
Schnieders Capital Management
California
$540K +$12.6K +350 +2%
AA
32
Ancora Advisors
Ohio
$518K -$70.7K -1,956 -12%
NES
33
New England Securities
New York
$513K -$1.22M -33,650 -70%
NFG
34
Next Financial Group
Texas
$448K +$448K +12,646 New
ADBIC
35
A.D. Beadell Investment Counsel
Wisconsin
$444K – – –
NL
36
NWAM LLC
Washington
$431K +$431K +11,910 New
FNBT
37
FineMark National Bank & Trust
Florida
$407K – – –
BF
38
BOK Financial
Oklahoma
$381K +$381K +10,527 New
OIA
39
Optimum Investment Advisors
Illinois
$376K +$36.2K +1,000 +11%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$291K +$2.2K +61 +0.8%
STI
41
Susquehanna Trust & Investment
Pennsylvania
$208K +$208K +5,750 New
CWM
42
Concert Wealth Management
California
$200K +$200K +5,716 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$185K +$76.3K +2,108 +70%
Citigroup
44
Citigroup
New York
$119K -$403K -11,141 -77%
Creative Planning
45
Creative Planning
Kansas
$79K – – –
MFS
46
MSI Financial Services
Massachusetts
$69K +$23.7K +650 +52%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$63K – – –
US Bancorp
48
US Bancorp
Minnesota
$60K -$118K -3,250 -66%
WAM
49
Wolverine Asset Management
Illinois
$54K +$54K +1,500 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$36K – – –
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