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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61 hedge funds and large institutions have $135M invested in First Trust Energy Income and Growth Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
23
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Riggs Asset Management
Pennsylvania
+$2.56M
2
AIM
Allen Investment Management
New York
+$2.26M
3
SIA
Sit Investment Associates
Minnesota
+$1.56M
4
CBA
Coastal Bridge Advisors
Connecticut
+$1.29M
5
ACM
Avalon Capital Management
California
+$1.18M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$3.41M
2
UBS Group
UBS Group
Switzerland
-$3.32M
3
Morgan Stanley
Morgan Stanley
New York
-$2.4M
4
UB
UMB Bank
Missouri
-$2M
5
GC
Guggenheim Capital
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$1.25M +$197K +8,440 +19%
SRCM
27
Swift Run Capital Management
Virginia
$1.17M – – –
MBT
28
Monroe Bank & Trust
Michigan
$1.13M -$212K -9,077 -16%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.13M +$211K +9,081 +23%
Bank of America
30
Bank of America
North Carolina
$1.12M -$1.22M -52,364 -52%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.01M -$30.5K -1,308 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$814K -$81K -3,473 -9%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$595K -$33.5K -1,440 -5%
BOIA
34
Bush ODonnell Investment Advisors
Missouri
$577K – – –
WEC
35
Winslow Evans & Crocker
Massachusetts
$451K -$25.7K -1,101 -5%
RJA
36
Raymond James & Associates
Florida
$443K -$1M -43,058 -69%
WS
37
Wedbush Securities
California
$434K -$14.9K -637 -3%
Stifel Financial
38
Stifel Financial
Missouri
$412K +$147K +6,312 +56%
PAG
39
Private Advisor Group
New Jersey
$392K +$3.1K +133 +0.8%
OFG
40
OTA Financial Group
New York
$330K +$330K +14,310 New
MFW
41
Mosaic Family Wealth
Missouri
$321K -$17.1K -733 -5%
AA
42
Ancora Advisors
Ohio
$301K – – –
SI
43
Stephens Inc
Arkansas
$261K +$9.33K +400 +4%
BRF
44
B. Riley Financial
California
$225K – – –
DA
45
Doliver Advisors
Texas
$203K +$203K +8,706 New
KF
46
Krilogy Financial
Missouri
$171K – – –
NFG
47
Next Financial Group
Texas
$144K +$3.53K +152 +3%
HNB
48
Huntington National Bank
Ohio
$91K – – –
MFS
49
MSI Financial Services
Massachusetts
$87K +$25.3K +1,090 +41%
AIG
50
American International Group
New York
$67K -$29.1K -1,250 -30%
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