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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60 hedge funds and large institutions have $140M invested in First Trust Energy Income and Growth Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
23
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Riggs Asset Management
Pennsylvania
$5.38M
2
ACM
Avalon Capital Management
California
$3.72M
3
DA
Doliver Advisors
Texas
$890K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$1.86M
5
MBT
Monroe Bank & Trust
Michigan
$1.81M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$8.6M
2
LPL Financial
LPL Financial
California
$2.46M
3
EM
EnTrustPermal Management
New York
$0
4
SIA
Sit Investment Associates
Minnesota
$9.27M
5
CCB
Cutter & Co Brokerage
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
26
UMB Bank
Missouri
$1.4M -$131K -5,134 -9%
Bank of America
27
Bank of America
North Carolina
$1.25M +$34K +1,337 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.12M +$16.5K +648 +1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$952K +$62.2K +2,441 +7%
DA
30
Doliver Advisors
Texas
$890K +$668K +26,211 +301%
ICAS
31
Investors Capital Advisory Services
Massachusetts
$635K -$16.1K -630 -2%
BOIA
32
Bush ODonnell Investment Advisors
Missouri
$630K – – –
RJA
33
Raymond James & Associates
Florida
$599K +$114K +4,481 +24%
WEC
34
Winslow Evans & Crocker
Massachusetts
$456K -$36.1K -1,415 -7%
Stifel Financial
35
Stifel Financial
Missouri
$448K -$2.58K -101 -0.6%
PAG
36
Private Advisor Group
New Jersey
$417K -$2.55K -102 -0.6%
WS
37
Wedbush Securities
California
$409K -$64.5K -2,533 -14%
MFW
38
Mosaic Family Wealth
Missouri
$363K +$11.5K +450 +3%
CS
39
Credit Suisse
Switzerland
$344K +$344K +13,485 New
AA
40
Ancora Advisors
Ohio
$329K – – –
SI
41
Stephens Inc
Arkansas
$317K +$31.8K +1,249 +11%
OFG
42
OTA Financial Group
New York
$291K -$72.8K -2,863 -20%
BRF
43
B. Riley Financial
California
$244K -$2.55K -100 -1%
IH
44
IFC Holdings
Florida
$225K +$225K +8,812 New
KF
45
Krilogy Financial
Missouri
$187K – – –
NFG
46
Next Financial Group
Texas
$161K +$3.16K +124 +2%
GWM
47
Geneos Wealth Management
Colorado
$117K +$50.6K +1,987 +76%
Citigroup
48
Citigroup
New York
$95K +$20.4K +798 +27%
MFS
49
MSI Financial Services
Massachusetts
$76K -$19.7K -770 -21%
AG
50
Advisor Group
Arizona
$72K +$72K +2,875 New
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