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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63 hedge funds and large institutions have $183M invested in First Trust Energy Income and Growth Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
21
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$16.7M
2
Bank of America
Bank of America
North Carolina
$3.46M
3
CA
Cornerstone Advisors
North Carolina
$2.14M
4
JWM
Jacobus Wealth Management
Wisconsin
$10M
5
RJA
Raymond James & Associates
Florida
$1.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$9.06M
2
Morgan Stanley
Morgan Stanley
New York
$20.1M
3
OC
Oppenheimer & Co
New York
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$240K
5
TT
Tiedemann Trust
Delaware
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$872K +$94K +2,575 +12%
Stifel Financial
27
Stifel Financial
Missouri
$866K +$11K +300 +1%
UBS Group
28
UBS Group
Switzerland
$822K +$822K +22,533 New
BOIA
29
Bush ODonnell Investment Advisors
Missouri
$587K +$587K +16,088 New
RIL
30
Rothschild Investment LLC
Illinois
$565K -$94.4K -2,587 -14%
SG Americas Securities
31
SG Americas Securities
New York
$522K +$522K +14,311 New
AA
32
Ancora Advisors
Ohio
$482K -$41.6K -1,139 -8%
ADBIC
33
A.D. Beadell Investment Counsel
Wisconsin
$448K – – –
CWM
34
Concert Wealth Management
California
$445K +$236K +6,471 +113%
FNBT
35
FineMark National Bank & Trust
Florida
$411K – – –
BF
36
BOK Financial
Oklahoma
$384K – – –
OIA
37
Optimum Investment Advisors
Illinois
$379K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$372K +$76.5K +2,099 +26%
SCM
39
Schnieders Capital Management
California
$330K -$223K -6,125 -40%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$240K -$723K -19,800 -75%
SWP
41
Stratos Wealth Partners
Ohio
$238K +$238K +6,514 New
STI
42
Susquehanna Trust & Investment
Pennsylvania
$210K – – –
Northern Trust
43
Northern Trust
Illinois
$208K +$208K +5,719 New
NFG
44
Next Financial Group
Texas
$205K -$134K -3,671 -39%
SI
45
Stephens Inc
Arkansas
$201K – – –
NPC
46
National Planning Corporation
California
$186K +$186K +5,309 New
Citigroup
47
Citigroup
New York
$122K +$841 +23 +0.7%
AIG
48
American International Group
New York
$104K +$56.4K +1,545 +119%
Creative Planning
49
Creative Planning
Kansas
$75K -$18.3K -500 -20%
NES
50
New England Securities
New York
$70K -$71.7K -1,951 -51%
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