FEN

First Trust Energy Income and Growth Fund

Delisted

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

56 hedge funds and large institutions have $186M invested in First Trust Energy Income and Growth Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
4
Increased
24
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTS
26
Round Table Services
New Jersey
$1.02M
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$970K +$263K +7,164 +37%
U
28
UBS
Switzerland
$871K +$87.2K +2,371 +11%
Stifel Financial
29
Stifel Financial
Missouri
$861K +$662 +18 +0.1%
WS
30
Wedbush Securities
California
$784K -$10.4K -284 -1%
RIL
31
Rothschild Investment LLC
Illinois
$665K -$262K -7,121 -28%
SCM
32
Schnieders Capital Management
California
$558K +$8.27K +225 +2%
AA
33
Ancora Advisors
Ohio
$527K
NL
34
NWAM LLC
Washington
$461K +$22.6K +614 +5%
ADBIC
35
A.D. Beadell Investment Counsel
Wisconsin
$451K
FNBT
36
FineMark National Bank & Trust
Florida
$414K
BF
37
BOK Financial
Oklahoma
$387K
OIA
38
Optimum Investment Advisors
Illinois
$382K
NFG
39
Next Financial Group
Texas
$342K -$123K -3,347 -26%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$298K +$2.09K +57 +0.7%
STI
41
Susquehanna Trust & Investment
Pennsylvania
$211K
CWM
42
Concert Wealth Management
California
$210K +$1.13K +31 +0.5%
SI
43
Stephens Inc
Arkansas
$202K +$202K +5,505 New
NES
44
New England Securities
New York
$142K -$381K -10,341 -73%
Citigroup
45
Citigroup
New York
$122K +$810 +22 +0.7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$115K -$73.6K -1,993 -39%
Creative Planning
47
Creative Planning
Kansas
$94K +$13.8K +375 +17%
MFS
48
MSI Financial Services
Massachusetts
$64K -$5.5K -150 -8%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$64K
US Bancorp
50
US Bancorp
Minnesota
$61K