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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64 hedge funds and large institutions have $138M invested in First Trust Energy Income and Growth Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$4.08M
2
UB
2
UMB Bank
Missouri
$3.35M
3
TT
3
Tiedemann Trust
Delaware
$13.6M
4
UBS Group
4
UBS Group
Switzerland
$5.03M
5
ACM
5
Avalon Capital Management
California
$1.58M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$3.39M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.41M
4
BFM
4
Boston Financial Management
Massachusetts
$1.71M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$1.27M +$1.27M +55,382 New
HCIA
27
Hochman Cole Investment Advisors
Illinois
$1.2M +$1.2M +52,294 New
SRCM
28
Swift Run Capital Management
Virginia
$1.15M +$1.15M +50,000 New
CWM
29
Concert Wealth Management
California
$1.04M +$133K +5,758 +15%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.03M +$22.8K +993 +2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$908K +$45.9K +1,997 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$883K -$354K -15,397 -29%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$620K -$53.2K -2,314 -8%
RBC
34
Roble Belko & Company
Pennsylvania
$601K +$601K +26,141 New
BOIA
35
Bush ODonnell Investment Advisors
Missouri
$569K – – –
WAM
36
Weiss Asset Management
Massachusetts
$498K +$498K +21,634 New
WEC
37
Winslow Evans & Crocker
Massachusetts
$470K -$181K -7,888 -28%
WS
38
Wedbush Securities
California
$442K -$66.6K -2,898 -13%
CS
39
Credit Suisse
Switzerland
$411K +$411K +17,851 New
PAG
40
Private Advisor Group
New Jersey
$384K +$44.9K +1,950 +13%
MFW
41
Mosaic Family Wealth
Missouri
$333K +$333K +14,518 New
ADBIC
42
A.D. Beadell Investment Counsel
Wisconsin
$304K +$21.8K +950 +8%
AA
43
Ancora Advisors
Ohio
$297K -$7.91K -344 -3%
Stifel Financial
44
Stifel Financial
Missouri
$261K -$255K -11,096 -49%
SI
45
Stephens Inc
Arkansas
$248K +$248K +10,785 New
BRF
46
B. Riley Financial
California
$222K +$222K +9,661 New
MCM
47
Murphy Capital Management
New Jersey
$218K -$214K -9,319 -50%
KF
48
Krilogy Financial
Missouri
$169K +$4.61K +200 +3%
NFG
49
Next Financial Group
Texas
$139K -$59.5K -2,589 -30%
AIG
50
American International Group
New York
$95K +$11.5K +500 +14%
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